Csenge Advisory Group is happy to announce Daniel Medina, as our newest team member! Daniel joins CAG as our new Advisor Support Specialist, where he plays a key role in delivering exceptional service to our clients. With strong attention to detail and a client-focused approach, Daniel ensures seamless execution of financial operations while maintaining high standards of service. His deep passion for finance and commitment to excellence drive his efforts to enhance the client experience and support the firm’s success. Join us in welcoming Daniel, and wishing him much success in his new endeavor! #csengeadvisorygroup #cag #teamwork #welcome #financialservices #wealthmanagement #teamworkmakesthedreamwork #danielmedina
关于我们
Csenge Advisory Group is one of the premier Registered Investment Advisory (RIA) firms in the Tampa Bay area*. With almost 30 years of experience providing individuals and businesses with financial planning and asset management expertise. What makes us different is our proprietary process that Measures, Manages, and Mitigates investment risk with careful adjustments to keep your portfolio aligned to your investment goals. We believe there are times to be offensive — fully invested — and times to be defensive — get out of some or even all asset classes. Over the years, we continually search for better ways to balance our investor’s desire for growth and higher returns with the need to minimize risk and lower volatility. As financial planners, we work with individuals to develop and implement comprehensive planning covering: retirement needs, income distribution, asset allocation and risk management, estate planning, business transition, tax efficiency, even just what to do with your IRA. Our 401k plan specialists provide consulting and fiduciary services to design and manage 401k and other retirement plans for businesses large or small. Securities and advisory services offered through Lion Street Financial, member FINRA, SIPC, and a Registered Investment Advisor. Investment Advisory Services offered through Csenge Advisory Group, LLC, a registered investment adviser not affiliated with Lion Street Financial.
- 网站
-
https://www.csenge.com
Csenge Advisory Group的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Clearwater，FL
- 类型
- 私人持股
- 创立
- 1999
- 领域
- Full Service Financial Planning、Investment Management、401(k) and Retirement Plan Services和Retirement Plan Fiduciary Services
地点
Csenge Advisory Group员工
动态
-
Clients and the Csenge Advisory Group team had a wonderful time at the St. Petersburg Yacht Club for the CAG 2025 Kick-Off event! During this annual Client Event, Eric Caisse, CFA, CMT, CFP?, CAG Partner & Chief Investment Officer, provided a market update on how things went in 2024 and his thoughts for 2025. Thank you to our Clients for your continued trust, and thank you to our Team for making these events a success! https://lnkd.in/eDhVsAwB #csengeadvisorygroup #cag #ericcaisse #leadership #marketupdate #financialservices #wealthmanagement #investments #assetmanagement #thankyou #teamwork #clientevent
CAG 2025 Kick-Off Highlights
https://wistia.com
-
We are happy to welcome Michael S. to the Csenge Advisory Group team as our Chief Compliance Officer! Michael is a seasoned compliance professional with over 15 years of experience leading compliance initiatives in the financial services industry. Throughout his career, he has held key roles at renowned firms such as Standard & Poor’s, Deutsche Bank, EFG (European Funds Group), and Citigroup, where he built a strong reputation for his expertise and leadership. His professional journey has taken him across the globe, with significant roles in Asia, Australia, Europe, and the United States. Notably, Michael served as the Regional Head of Compliance for S&P in Asia before returning to the U.S. His diverse experiences and dedication to excellence will undoubtedly make a lasting impact on our organization as he steps into this critical role. Welcome, Michael! #csengeadvisorygroup #cag #michaelschmidtke #wealthmanagement #assetmanagement #compliance #cco #chiefcomplianceofficer #advisornetwork #leadership #financialservices
-
-
Congratulations, Eric Caisse, CFA, CMT, CFP?, on your Tampa Bay TITAN 100 spotlight! #ericcaisse #titan100 #tampabaytitan100 #csengeadvisorygroup #financialservices #assetmanagement #wealthmanagement #leadership #spotlight
Today's spotlight for Tampa Bay TITAN 100 is Eric Caisse, CFA, CMT, CFP?, Partner / Chief Investment Officer at Csenge Advisory Group. We are honored to have Eric as an honoree. Eric says, “To be successful today, the antiquated notions of ‘the boss’ need to be eschewed. Values-based leaders create a culture of respect and empowerment in their organizations.” Read more: https://lnkd.in/gh-V56sv #Titan100 #TitanCEO #Tampa #TampaBay #TPA #leadership #business #success #team #titan #leader #leaders #community #honoree
-
-
We are excited to welcome Heidi A. Meyer, CFP? to the Csenge Advisory Group team, as our Director of Advisor Solutions! Heidi brings over 20 years of comprehensive financial services knowledge and expertise to this role. Throughout her career, she has focused on building robust relationships with financial advisors and clients by understanding their unique goals and offering strategic guidance to implement effective solutions. Heidi’s background is a perfect fit for the objectives of her new role. She has held leadership positions at prominent investment and technology firms, where she played an integral part in educating advisors on financial tools and products to drive adoption, increase efficiency, and support growth. Welcome, Heidi! We know you'll be doing great things for the CAG Advisors! #csengeadvisorygroup #cag #heidimeyer #wealthmanagement #assetmanagement #investmentmanagement #advisornetwork #leadership #commitment #financialservices
-
-
We're #hiring a new Advisor Support Specialist in Greater Tampa Bay Area. Apply today or share this post with your network.
-
Great job, Jack Csenge, CFP?! Listen to Jack, Ross McGoodwin, & the DPL Financial Partners team discuss how Csenge Advisory Group and the CAG Advisor Network use commission-free insurance solutions. #leadership #csengeadvisorygroup #cag #jackcsenge
How many of you hear the word "annuity" and run for the hills? We get it — you're not alone! DPL strives to remove the commissions and complexities from annuities...making them a powerful tool for your clients, without the fear factor. Listen to Jack Csenge, CFP? talk more about his experience working with DPL in our latest episode: https://bit.ly/4fyRYZ3
-
-
Congratulations, Eric Caisse, CFA, CMT, CFP?, on being recognized in the inaugural Tampa Bay Titan 100! We're proud to have you consistently represent Csenge Advisory Group and Tampa Bay in a positive light. "To be successful today, the antiquated notions of 'the boss' need to be eschewed. Values-based leaders create a culture of respect and empowerment in their organizations." - Eric Caisse, Partner/Chief Investment Officer, Csenge Advisory Group #csengeadvisorygroup #cag #ericcaisse #titan100 #titan100tampabay #leadership #wealthmanagement #assetmanagement #winning #tampa #leader
-
-
-
-
-
+1
-
-
John Csenge, CIMC, AIF?, CFP?, Eric Caisse, CFA, CMT, CFP?, and the entire Csenge Advisory Group is honored to be in the Tampa Bay Business Journal's Book of Lists for the 10th consecutive year as a top Investment Services Firm! As we continue to celebrate our 25th anniversary, we take this to be a true testament of our commitment to our clients and the Tampa Bay community. Thank you to our clients for your continued trust! #csengeadvisorygroup #25yearsofexcellence #25years #tbbjlist #tampabaybusinessjournal #leadership #wealthmanagement #assetmanagement #ericcaisse #silveranniversary #topinvestmentservicesfirm #thankyou
Csenge 25 Years of Excellence
https://wistia.com
-
Csenge Advisory Group is a proud sponsor of the 2024 Beat Childhood Cancer Foundation More Than Gold Gala. This year, on our 25th anniversary, Csenge Advisory Group made a $25,000 donation to the Beat Childhood Cancer Foundation. This fabulous organization has changed the lives of many children fighting cancer and the lives of those who support this noble cause. We are honored to help continue the fight against childhood cancer for children everywhere! We also want to recognize and thank Eric Caisse, CFA, CMT, CFP?, for leading by example and devoting his time to such a worthy cause. If you would like to help Beat Childhood Cancer Foundation, please make a donation here: https://beatcc.org/give/ #csengeadvisorygroup #cag #ericcaisse #beatchildhoodcancer #morethangold #25yearsofexcellence #leadership #cancersucks #fightchildhoodcancer #thankyou #beatchildhoodcancerfoundation
-
-
-
-
-
+1
-