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Philadelphia Estate Planning Council

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Jaeden Cruz

BNY

 

Member profile details

First name
Jaeden
Last name
Cruz
Organization
BNY
Title
Wealth Manager
 

Additional Membership Information

Headshot
Primary Discipline
Banking/Trust Administration
Secondary Discipline(s)
  • Investments
Professional Bio
Jaeden is passionate about helping people achieve their financial goals. As a comprehensive planner, Jaeden’s innovative approach charts a course for financial success so his clients can create the life of their dreams.

Jaeden utilizes a holistic planning process, with extensive resources at his side, to educate, motivate and inspire his clients to take action regarding their financial future. He is passionate and committed to serving the growing demand for financial advice within our communities.

Jaeden graduated from Temple University with a degree in Economics and Law and currently resides in Philadelphia, PA.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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