Yvonne Ceresa, Financial Advisor located in Martinez, CA

Financial Advisor
Yvonne I Ceresa

CFP®, CFA®
1350 Arnold Dr Suite 100, Martinez, CA 94553opens in a new window
Accepting New Clients
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Sustainable Investing
  • Charitable Giving
  • Intergenerational Planning
  • Divorce Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CFA®

    Chartered Financial Analyst®

Personal Interests

  • Hiking
  • Personal Fitness
  • Spending Time with Family
  • Traveling
  • Volunteering

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(925) 335-9102

Fax

(855) 265-7132

Office Address

1350 Arnold Dr Suite 100
Martinez, CA 94553opens in a new window

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