Argenis David Biscardi, CFP® MS

Investment Adviser | Latino CFP® | Turning Your Success Into Generational Wealth

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Pacific Financial Partners Argenis David Biscardi, CFP® MS

Lafayette, CA

Serving Clients Nationwide

Investment Adviser | Latino CFP® | Turning Your Success Into Generational Wealth

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(925) 298-5269

Website

Areas of Focus

Business Owners
Cash Flow
Education Funding
Emergency Savings
Employee Benefits
Employee Stock Options
Equity Compensation Options
Estate Planning
Financial Planning
Insurance
Investment Management
Legacy Planning
Life Insurance
Long-Term Care
Retirement Income Planning
Retirement Planning
Roth Conversion Strategies
Saving for College
Setting Up Retirement Accounts
Tax-Efficient Planning
Tax-Smart Accumulation Planning
Tax-Smart Distribution Planning

About Argenis David Biscardi, CFP® MS

Hi, I'm Argenis Biscardi. I am a Fiduciary Financial Advisor & Certified Financial Planner® with a passion for turning complex financial landscapes into clear, actionable pathways for success.

As part of a select group of Latino CFP® professionals in the United States, I, with a solid education, ongoing preparation, and a strong ethical commitment, always put my clients' interests first.

I have a Mechanical Engineering degree from Fermin Toro University in Venezuela obtained in 2005, FINRA Series 6, 7, and 63 securities licenses, and the following Financial Credentials: ChFC® (Chartered Financial Consultant), and the WMCP® (Wealth Management Certified Professional) from The American College of Financial Services/ King of Prussia, Pennsylvania, USA. I also obtained the CFP® (CERTIFIED FINANCIAL PLANNER™) designation in April 2024.

As a CFP® and investment Adviser, I strive to provide my clients with optimal strategies and solutions to help them grow, protect, and conserve their wealth through all stages of life. Passionate about financial education, I ensure the solutions and options I offer are comprehensible to every individual, family, and business. I am committed to constantly mastering my capabilities, diligently educating my clients and community while providing honest and informed advice to all I serve.

Professional Designations

CERTIFIED FINANCIAL PLANNER ®
Chartered Financial Consultant (ChFC)
Wealth Management Certified Professional (WMCP)

Affiliations

CFP Board
Financial Planning Association

Primary Location

3703 Mt Diablo Blvd, Lafayette, CA 94549

Meeting Options

Video Conference
In-Person
Phone

Book Intro Call

Compensation Methods

Fee Based
Percentage of Assets Managed

What to expect in the first meeting

Click the Book Intro Call button above and take a few minutes to explore our Financial Planning & Investment Management services, and answer a few quick questions. At the end, you'll be able to schedule a time for your no-cost meeting and receive your complimentary, no-obligation financial plan. I look forward to speaking with you.

Offers Investment Management

Yes

About Pacific Financial Partners

From our beginning on the Hawaiian Islands, our firm, Pacific Financial Partners (PFP) has helped corporations and families to achieve their financial objectives for over 90 years. For several decades, we were part of the John Hancock Life Career Agency system. Although a transition to the independent channel was completed in late 2018, we were able to help over 50,000 life insurance clients all over the country.

Our mission is to always keep our clients first, our reputation is based on long-term relationships helping our partner practices assist their clients in pursuing their dreams for themselves and their families.

In July 2013, PFP expanded to new headquarters in Northern California. In the winter of 2014, PFP also expanded with an office in the LA/Southern California area.

Under the leadership of CEO, Luiz Boscardin, PFP continues to grow. PFP Partner Firms currently operates on the following States: California, Hawaii, Texas, New Mexico, Nevada, Arizona, Washington, Illinois, Kansas, Massachusetts, Ohio, Oregon and Utah.

Our associated professionals offer a full range of sophisticated and contemporary financial solutions, to a diverse clientele of individuals, families and businesses.

As a modern nationwide financial services firm, PFP has approximately $4 billion under management and over 80 independently associated Financial professionals.

PFP and its staff of over 10 professionals with a combined experience of over 200 years thrives by cultivating and supporting its’ partner practices, who offer a personalized high-touch approach to helping their clients reach their financial goals.

Our firm is honored to be of service to our partner firms and practices. These relationships are always at the forefront of our thinking and are the basis for all the decisions and resources we provide to our partner firms.

Our firm is dedicated to building long-term client relationships, which we know must be earned each and every day, it is our life-long commitment to achieve client service excellence

Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC.

Education

Universitat de Barcelona Master's degree, Master in FinTech: Finance Digital Transformation | The American College of Financial Services | Universidad Fermin Toro, BS, Mechanical Engineering

Hobbies and Interests

Basketball
Exercising
Family
Reading
Working Out

SEC Lookup

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Who We Serve

Americans Living Abroad
Baby Boomers
Business Owners
Corporate Executives
Dual Income Family
Engineers
Entrepreneurs
Expats
Families
Gen X
Gen Y / Millennials
Hispanic | Latino
Individuals
Intergenerational Families
Living in Retirement
Physicians
Technology Professionals
Women Professionals

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