NEXT LEVEL ADVISORS - Key Persons
With more than 19 years experience in the financial services field, Cesar has seen trends come and go. Despite those trends he's realized that the key to obtaining one's financial goals is through good planning and with the aid of ongoing relationships.
Cesar began his career with IDS (now Ameriprise Financial Advisors) in Fresno, CA where he learned the importance of considering all aspects of someone's finances prior to making any recommendations. He then spent almost ten years at Great Western Bank and Washington Mutual assisting bank customers with their investment and insurance needs.
After a distinguished career working with individual clients, Cesar left Washington Mutual to become the Vice President of Western Sierra Bank's financial services division where he was given the responsibility of creating and running the entire financial services department. The next two years Cesar lead the department to profitability.
This banking structure endeavor gave Cesar the realization that if he wanted to serve his clients to the fullest without any limits, the financial world of independence and his roots in planning is where he and his clients need to be. This sense of independence has become the cornerstone of his business in working with clients through Next Level Advisors while focusing his efforts on designing and building solutions for clients as well as his business associates to reach the next level.
Cesar lives in Roseville with his wife Julie and two of their five children. He enjoys golf and exercising, including training for triathlons and spending time with his family.
Francois has been serving clients since 2002. His client base consists of retirees, pre-retirement clients, business owners and professionals. He started in the banking industry in 1996 and enjoys building relationships with his clients and helping them pursue their financial goals in life.
His focus is on the comprehensive financial management process to build upon the accumulated wealth of clients while taking into account the need for capital preservation and family values.
Francois has been a top producer with many insurance companies and led the nation in production with Washington Mutual Bank for many years.
Francois Resides in Rocklin with his wife Rania and his three kids, Angelina, Joseph and Annalee. He loves golfing, playing racquetball and exercising with his family among many other things.
Job Titles:
- Financial Planner / Advisor
Reid is a graduate of San Diego State University where he obtained his bachelor's degree as well as University of California, Davis Extension where he studied Personal Financial Planning. Since 1995 Reid has provided independent financial advice for individuals, small business owners and corporations with their investment and insurance needs. Reid is a board recognized CERTIFIED FINANCIAL PLANNING™, professional. Prior to joining Next Level Advisors, Reid was instrumental in starting several financial service firms. During that time, he was responsible for developing and generating investment, insurance and tax strategies for individuals and small businesses. His approach and these strategies have helped hundreds of people throughout his career.