Wealth management
Wealth management is an investment advisory service that combines other financial services to address the needs of our clients. A wealth management advisor is a high-level professional who manages the client's wealth on an end-to-end basis.
Financial planning
Financial planning is a step-by-step approach to meet one's life goals. A financial plan acts as a guide as you go through life's journey. Essentially, it helps you be in control of your income, expenses and investments such that you can manage your money aligned with your goals.
ira & roth ira
An individual retirement account (IRA) allows you to save money for retirement in a tax-advantaged way. An IRA is an account set up at a financial institution that allows an individual to save for retirement with tax-free growth or on a tax-deferred basis.
401k
A 401(k) is a retirement savings and investing plan that employers offer. A 401(k) plan gives employees a tax break on money they contribute. Contributions are automatically withdrawn from employee paychecks and invested in funds of the employee's choosing.
For your business
A 401(k) is a retirement savings and investing plan that employers offer. A 401(k) plan gives employees a tax break on money they contribute. Contributions are automatically withdrawn from employee paychecks and invested in funds of the employee's choosing.
OUR VISION
CAF Investments LLC was founded in 2015 to bring a new strategic solution to your financial goals. We are a professional State Registered Investment Adviser bringing service to Puerto Rico and U.S.A. We believe in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes. It is important to understand that time constantly changes and is a challenge we are willing to accept. Our goal is to provide you with the best outcome in your investments, whether is for your business, personal, and/or your retirement.
The thing that distinguish CAF Investments LLC is the willing to take each step to success with you.
And always remember " As Time Changes, We Change"
- CAF
WHO WE ARE
CARLOS ANDRES FELICIANO
Founder & CEO
Carlos A. Feliciano is a talented young professional engineer and entrepeneur who became obssesed with the financial world and specialized in the stock market. Carlos founded CAF Invesments in 2015 during his college years and currently has influence in Europe, Central and South America, U.S.A and Puerto Rico. Today his goal is to help every single person to maintain a great balance between their daily live and financial needs.
