Claudia Fitch (CRD# 1240424) is an Investment Advisor Representative working at Fitch Financial Advisors LLC in San Francisco, CA and has over 31 years of experience in the finance industry. Claudia Fitch 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# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Telesis Inc. | San Francisco, CA | Jan 1995 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1992 |
- CA
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$807,439
- 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
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