MANAGING PARTNER

    Juerg "George" Ciceri, CFP®

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, my family and I relocated to Long Beach, California. At this time, I decided to realize my dream and start my own firm. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association®.