Reviews for Argenis David Biscardi, CFP® MS

4 Certified Advisor Reviews™

Argenis is the best

✅ Wealthtender Certified Advisor Review™
Jul 14, 2026
Argenis took my complicated case with my business 401(k) plan and really helped me save money and provide security. I could not be more thankful. Truly recommend him to everyone.
Relationship to Financial Advisor: Client as of Jul 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Avatar for Ashley Flowers
Ashley Flowers

401K

✅ Wealthtender Certified Advisor Review™
Jul 14, 2026
Before working with Argenis, our firm's 401(k) was managed through Gusto, and we ran into repeated administrative errors and a real lack of communication that made it hard to trust the process. Argenis stepped in and helped us transition to a new platform, guiding us through every step with clear, responsive communication and a level of attention to detail we hadn't experienced before. If you're considering working with him, I'd say do it—he's reliable, easy to reach, and genuinely invested in getting things right.
Relationship to Financial Advisor: Client as of Jul 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Avatar for Heather Sanders
Heather Sanders

Exceptional CFP

✅ Wealthtender Certified Advisor Review™
Jul 14, 2026
Argenis Biscardi is an outstanding financial planner who knows the industry quite well and can guide his clients to create a successful investment portfolio. Highly recommend
Relationship to Financial Advisor: Client as of Jul 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Avatar for Craig I
Craig I

Trustworthy, knowledgeable and friendly

✅ Wealthtender Certified Advisor Review™
Jul 14, 2026
When I decided to invest, I was not sure where to do it. I had a nice, friendly conversation with Argenis and realized how smart and financially savvy he is, so I decided to work with him. I couldn't have made a better decision. I highly recommend him.
Relationship to Financial Advisor: Client as of Jul 14, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Avatar for Gerardo Garcia-Jurado
Gerardo Garcia-Jurado