Effective Assets (CRD# 137566) is a financial advisory firm headquartered in Berkeley, CA. They serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
Justin Martello (CRD# 4751869) is an Investment Advisor Representative working at Effective Assets in Berkeley, CA and has over 12 years of experience in the finance industry.
Rodney Pain (CRD# 1608059) is an Investment Advisor Representative working at Effective Assets in Berkeley, CA and has over 28 years of experience in the finance industry. Rodney Pain 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.