AAMA Financial Services offers Merchant Service/ Payment Technology and Financial Services.
About Andrea: Andrea Pereira is a Payment Professional with 21 years in the ever-changing world of merchant services/ credit card processing . She began her career in Merchant Support with Tsys and First Data/Fiserv ISO's and quickly advanced to the role of ISO Relations Manager. Now a Relationship Manager at Paynada. Andrea is thriving in a constantly evolving industry, reflecting her commitment to excellence.
Edward Jones provides financial planning investment for future, retirement, college savings plans, Life insurance protection, Annuity products, Home purchase and any financial priorities needed.
About Alex
For over 12 years, I've had the privilege of guiding individuals and families through the complexities of financial advice, helping them navigate their financial futures with confidence. My journey as a financial advisor is deeply personal—rooted in my passion for empowering others through financial literacy.
Fluent in both English and Spanish, I am committed to making financial advice accessible and understandable for my diverse clientele.
I believe that financial education is the cornerstone of a secure and prosperous future. That’s why I’m committed to demystifying the world of finance, making it accessible to everyone. Whether through one-on-one advising or community workshops and seminars, my goal is to ensure that everyone I work with is equipped with the knowledge they need to make healthy financial decisions.
As a sports enthusiast, I understand the value of teamwork, strategy and perseverance. These principles guide my approach to financial advising. I collaborate closely with my clients to develop tailored financial strategies that align with their unique goals, whether they’re planning for retirement, investing for growth or securing their children’s future.
Beyond the numbers, my work is driven by a genuine desire to give back to my community. I’m passionate about serving and supporting the people around me, and I strive to make a positive impact both in and out of the office. Outside of work, I prioritize my health and wellness, regularly working out at the gym to maintain a balanced lifestyle.
Additionally, I have earned the CRPC™ or Chartered Retirement Planning Counselor™ designation. I’m committed to staying informed about the latest financial trends and strategies so I can better serve you.
If you’re looking for a dedicated financial advisor who brings both experience and a personal touch to the table, let’s connect. Together, we can work to build a financial future that’s as strong and vibrant as the community we share.
For the past 8 years, Cesar has been delivering great value to clients as a financial professional, helping them plan ahead for their short-term needs and long term goals. He is a very well-organized individual, able to keep multiple priorities in mind while aiming for the best outcome for his clients.
Cesar first became interested in Finance after The Great Recession in 2008, as he saw close friends and family lose their homes. His experience encourage him to take the Financial Peace University class with dave Ramsey in 2010 where he took the decision to change his career from the dental field to the financial. Afterwards, he started working for PFS financial where he obtained the licenses he needed to help individual clients identify investment and insurance services that would benefit their individual situations. Through his strong active listening and analytical skills, he is able to customize services to suit the needs of his clients.
Cesar takes special care to ensure that he understands the needs of every single client, and is always there for his clients whether it is during the business day or after hours. His desire to work closely with his clients led him to leave PFS investments in 2015 and start his own financial business. Today he has clientele of over 100 individuals who seek him out for advise regarding savings, investing, retirement, and future insurance needs. He works hard to make sure his clients are able to make the most out of their money.
WealthWave, LLC is a financial education and financial services marketing company. Insurance products offered by individuals associated with World Financial Group Insurance Agency, LLC and World Financial Group, Inc. WealthWave, LLC is not an affiliated company of World Financial Group, Inc., WFGIA, World Financial Insurance Agency, LLC, World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc. nor WFG Insurance Agency of Puerto Rico, Inc. (collectively referred to as “WFG”). These agents offer insurance products through World Financial Group Insurance Agency, LLC (In California, doing business as World Financial Insurance Agency, LLC), World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., and /or WFG Insurance Agency of Puerto Rico, Inc. (collectively WFGIA).