Kevin Cifuentes (CRD# 7417090) is an Investment Advisor Representative working at Veritas Financial Consulting LLC in Monrovia, CA and has over 2 years of experience in the finance industry. Kevin Cifuentes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2962660
Grove Point Advisors, LLC
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Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Veritas Financial Consulting LLC | Monrovia, CA | Jan 2022 - Current | 2 |
| Veritas Financial Consulting LLC | Monrovia, CA | Jul 2021 - Current | 2 |
| Joshua D. Garcia Dba Veritas Financial Consulting | Monrovia, CA | Jan 2020 - Jul 2021 | 1 |
| Joshua D. Garcia Dba Veritas Financial Consulting | Monrovia, CA | Sep 2018 - Dec 2019 | 1 |
| California State Polytechnic University | Pomona, CA | Aug 2017 - Dec 2019 | 2 |
| Chase Bank | Chino, CA | Aug 2018 - Sep 2018 | < 1 |
| Copy And Paste, LLC | Rancho Cucamonga, CA | Mar 2017 - Jul 2018 | 1 |
| Red Hill Country Club | Rancho Cucamonga, CA | Nov 2012 - Jan 2018 | 5 |
| Chaffey College | Rancho Cucamonga, CA | Aug 2013 - Dec 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- CA
- LA
- TX
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts202ACCOUNTS
-
Average Account Value$304,525
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, LA, TX
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