Building wealth is journey. One that requires hundreds of decisions along the way. Our process helps educate and empower you to make the best decisions for you and your family – every step of the way.
Our process was built by combining the best practices we observed during our 30-plus years of working at large investment firms.
Ceasar Garvida | Co-Founder, Head of Planning
For twenty years, Ceasar has worked with clients and their families to achieve, preserve, and protect their financial goals and objectives through comprehensive financial planning. His clientele includes nurses, physicians, management executives at tech companies, and small business owners. Ceasar’s process synthesizes every facet of a client’s financial picture (Retirement planning, Tax planning, Insurance needs, Estate Planning Strategies, Philanthropy and Investments) resulting in encompassing solutions that address our client’s unique needs.
As a Certified Financial Planner ® and Certified Investment management Analyst ®, Ceasar combines the technical knowledge of planning and investments to educate and direct our clients to financial excellence.
He is actively involved with the community through the UCLA’s Alumni Association, Financial Planning Association, and Investments & Wealth Institute. In 2008, he married the love of his life, Juliet. Living in Burbank, they enjoy traveling, tennis and golf. However, their true passion resides in spending time with their young daughter, Camryn.
Phil Argue | Founder
Prior to launching Prepared Capital, Phil was the Associate Complex Manager with Morgan Stanley in Los Angeles where he oversaw more than 200 financial advisors managing $33 Billion in assets for more than 13,000 clients. During that time, he was responsible for hiring, training, and supervising advisory personnel as well as overseeing the day-to-day operations of the business. Previously, Phil was a technology trainer for Citi Smith Barney where he trained Financial Advisors to leverage technology systems to better serve their clients. Having started in 2007, he spent much of his time helping Advisors and clients navigate the turmoil of the 2008 Financial Crisis.