Jaeden Cruz

Jaeden Cruz, CFP® is a financial planner at Presilium Private Wealth. He works with individuals and families to bring clarity, confidence, and control to their financial lives, partnering with mass affluent clients, business owners, and executives, including those with complex financial situations or highly concentrated stock positions.

His approach centers on comprehensive financial planning, including cash flow planning, retirement planning, investment management, tax strategy, and estate planning so that every piece of a client's financial life works together. As a CFP® professional working within an RIA, he operates under a fiduciary standard at all times.

Before joining Presilium, Jaeden held client-facing roles at BNY Mellon and Goldman Sachs. He is passionate about helping people make informed decisions and feel more confident about their financial future.