Juerg " George" Ciceri, CFP
445 Ultimo Avenue, Long Beach, CA 90814
About the Business
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Juerg "George" Ciceri, CFP is a finance institution located at 445 Ultimo Avenue, Long Beach, California, United States. Specializing in asset allocation, the institution follows the principle that a portfolio's return is primarily determined by asset allocation. Utilizing Exchange Traded Funds (ETFs) for diversified exposure to various asset classes, the institution also incorporates individual securities and Mutual Funds for larger portfolios. With a focus on value-based investing, the institution aims to overweight investments that are attractively valued. It is never too early to start planning for your financial future, and Juerg "George" Ciceri, CFP is here to help you achieve your financial goals.
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Location & Phone number
445 Ultimo Ave, Long Beach, CA 90814, United States
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- Financial Consulting
- Financial Advisor
- Audit & Consulting
- Asset Allocation Models
- Asset Allocation Strategies
- Cfp Services
- Estate Planning
- Exchange Traded Funds
- Financial Advisor Services
- Financial Goal Achievement
- Financial Planning Services
- Independent Financial Planning
- Individual Security Advice
- Insurance Services
- Investing In Etfs
- Investment Portfolio Management
- Investment Risk Management
- Investor Education
- Long-Term Investment Solutions
- Long-Term Investment Strategy
- Market Volatility Management
- Mutual Fund Investments
- Portfolio Diversification
- Portfolio Rebalancing
- Retirement Planning Strategies
- Tax Optimization
- Value-Based Investing
- Wealth Creation
- Wealth Management
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