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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®.
JC Financial Planning &
Juerg "George" Ciceri, CFP®
In California, the ScholarShare plan offers cost and tax effective savings options.
Use our contact form to schedule a complimentary meeting where we will provide you with your personal retirement planning analysis.
This link to Fidelity Stock Research offers many tools to analyze stocks & ETFs.
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.
JC Financial Planning & Investments LLC is a Registered Investment Advisor in Long Beach, California. We offer Finanical 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.