Elsa Cazares
Investment adviser representative at Outlook Wealth Advisors, LLC
30 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$593.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
30 years in the industry.
- Outlook Wealth Advisors, LLCJul 1996 to now
- Gf Investment Services, LLCDec 2011 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
Outlook Wealth Advisors, LLC
$593.7MAssets managed
569Clients
6Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3157219
- Firm CRD
- 291465