Use our contact form to schedule a complimentary meeting where we will provide you with your personal retirement planning analysis.
We will search for and analyze the investment products which are best aligned with your investment strategy and risk tolerance.
As a fee-only advisor, we get paid either by a fee based on the value of your portfolio, a fixed retainer fee or an hourly fee for specifically assigned projects. Our fees are highly competitive as we operate with low fixed costs - savings we pass on to our clients.
In California, the ScholarShare plan offers cost and tax effective savings options.
JC Financial Planning & Investments LLC is located in Long Beach, California. We offer Financial Planning & Investment Management services to individual clients and small businesses.
We are a Registered Investment Advisor (RIA) certified by the State of California. We have a fiduciary duty to act in your best interest.
As an independent, fee-only advisor, we provide objective financial advice tailored to your specific situation. All client assets we manage are held with Fidelity Investments.
We aspire nothing less than to make a meaningful contribution to your quality of life.
Need to check out the latest financial news? Bloomberg provides you with great insights.
After graduation from the Zurich Business School, I spent more than 15 years with Credit Suisse, a global leader in the financial service industry. At Credit Suisse, I held various senior positions in Investment Banking and Wealth Management in Zurich, London, Tokyo and New York.
In 1998, I was offered a partnership at Bank am Bellevue, a financial boutique in Zurich, Switzerland, with focus on Asset Management and Consulting Services for private and institutional clients.
In 2006, our family relocated to Long Beach, California. At this time I decided to realize my dream and started my own firm. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association®.
Juerg "George" Ciceri, CFP®
This link to Fidelity Stock Research offers many tools to analyze stocks & ETFs.
JC Financial Planning &