Financial Planning and Investment Management Services 2026 — Argenis Biscardi, The Latino CFP®, Investment Adviser and Certified Financial Planner

LTN · WLTH · PLNNG · TXES · RSK · DSCPL · LEGCY · MNEY · GRWTH · FMLY · FUNDS · CSHFL · INCME · BDGT · DBTFR · RTMT · BSNS · INSRE · ESTT · FDCY

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LTN · WLTH · PLNNG · TXES · RSK · DSCPL · LEGCY · MNEY · GRWTH · FMLY · FUNDS · CSHFL · INCME · BDGT · DBTFR · RTMT · BSNS · INSRE · ESTT · FDCY ·

About Pacific Financial Partners: over 90 years of combined experience, $4B in assets under management, 100K+ insurance and investment clients served
Meet Argenis Biscardi, The Latino CFP® — lead fee-based fiduciary financial advisor at Pacific Financial Partners and FPA East Bay board member
Credentials of Argenis Biscardi: CFP®, ChFC®, WMCP®, FINRA SIE and Series 6, 7 and 63 licenses, and a Master's in FinTech
What is a CFP®? The Certified Financial Planner as your financial physician and general contractor — Argenis Biscardi, The Latino CFP®
Our process: discovery meeting, financial and investment plan meeting, and an ongoing partnership with regular reviews
Designing a well-rounded financial plan: investment, retirement, tax, protection and estate planning around your current financial position
Investment approach: buy-and-hold discipline, diversified ETF, stock and bond portfolios, and tax-efficient investing education
Partner ecosystem: Osaic Wealth broker-dealer, National Financial Services custodian, wealth.com, RightCapital, Nitrogen and PreciseFP
Wealthscape Investor client app by NFS Fidelity — 4.7-star rated mobile and tablet access to your investment accounts
Who we work with: clients with over $250K in investable assets, retirement and tax planning needs, and multigenerational families
Transparent compensation: full financial planning included over $250K in assets, advisory fees on portfolio management, carrier commissions on insurance
Advisory fee schedule: from 1.50% to 0.80% AUM by asset tier, with full financial planning included over $250,000
How Argenis helps clients: diversified portfolios, saving time and worry, and behavioral coaching for long-term goals
Turning your success into generational wealth — Argenis Biscardi, CFP®, Pacific Financial Partners, 2026