Chris Blodgett
Aligning Values with Prudent Planning Strategies for Successful Professionals & Retirees Seeking to Live Life Purposefully ✦ Retirement⎮Sudden Wealth⎮Equity⎮Insurance ✦
- Role
- Investment Advisor Representative at Cetera Advisors Llc
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Chris Blodgett
Crescent Capital Planning is a planning-centric firm that helps clients navigate the…
Experience
Investment Advisor Representative
Nov 2013 — Present · San Francisco, CA, US
2033 Gateway Pl, Suite 500San Jose, CA 95110Securities and Advisory services are offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC - CA Insurance Lic.#0I32305), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. CA Insurance Lic.#0G29644
Education
San José State University
Bachelor of Science (B.S.), Finance
2000 — 2008
The American College of Financial Services
Chartered Financial Consultant® Candidate, Financial Planning and Services
University of California, Santa Cruz
Financial Planning Certificate Program, Financial Planning
2015 — 2017
Skills
- Goal Based Planning
- Unit Investment Trusts
- Leadership
- Cash Flow Analysis
- Iras
- Wealth Management
- Securities
- Investments
- Financial Services
- Portfolio Analysis
- Retirement Planning
- Annuities
- Comprehensive Planning
- Fixed Income
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Life Insurance
- Finance
- Financial Advisory
- Insurance
- Equities
- Retirement Income Strategies
- Long-Term Care
- Etfs
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