Argenis David Biscardi, CFP® MS
Investment Adviser | Latino CFP® | Turning Your Success Into Generational Wealth
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Serving Clients Nationwide
Investment Adviser | Latino CFP® | Turning Your Success Into Generational Wealth
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
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
View DisclosureWho 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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