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Cheryl Vesely, financial advisor Oakland CA

Cheryl Vesely

CRD Number: 5625062
Current Firm: Balance Financial Planning, LLC
Compensation Model: Fee Only
Cheryl Vesely (CRD# 5625062) is an Investment Advisor Representative working at Balance Financial Planning, LLC in Oakland, CA and has over 10 years of experience in the finance industry. Cheryl Vesely 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Balance Financial Planning, LLC Oakland, CA Feb 2014 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2006
Contact Info for Cheryl Vesely
,
Phone Number: 510-847-7432
Firm Website: http://www.balancefp.com
Registered State(s):
  • CA
Current Firm Details
Balance Financial Planning, LLC
Firm's CRD Number: 170239
By the Numbers
  • Total Assets Under Management
    31
    MILLIONS
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $1,021,449
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

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