JC Financial Planning & Investments LLC was incorporated in the State of California in December 2006 and received an Investment Adviser Certificate from the Department of Corporations in March 2007.
MANAGING PARTNER
Juerg "George" Ciceri, CFP®
After graduation from the Zurich Business School, I spent more than 10 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 Financial Planning & Investment Management firm. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association®.
