Yvonne Ceresa
I help families make informed financial decisions, especially during times of change, with a focus on achieving their financial goals.
- Role
- Financial Advisor at Edward Jones
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Yvonne Ceresa
WHO I AM I grew up in Pleasant Hill in a large family of eight children. Two of my sisters had special needs, which contributed to our household feeling chaotic, even more than you would expect with eight kids. For me as a child, our household felt out of control at times. I tried to put order in my life by picking up and cleaning the house after school each day. I realize that my early childhood experiences contributed greatly to my career choice. What I do with my clients every day is to help them create order in their financial lives and plan for their future. It\'s because of my sisters and family that I\'m the person, friend, wife, mother, community member and Financial Advisor that I am today. WHAT I DO As a Financial Advisor, I help families make informed financial decisions, especially during times of change, with a focus on achieving their financial goals. HOW WE WORK TOGETHER It starts with talking about what\'s important to you - your family, your story, your experiences with money, your worries and concerns, your hopes and dreams. From there we get a clear understanding of your current financial picture, your financial goals, and the steps you\'re taking to achieve those goals. If there are gaps, we develop a strategy to reach your goals and we regularly monitor those strategies to keep you on track. A critical part of the process, and a key role I play, is managing your savings and investments so that your money is working as hard as you are. I make sure you\'re invested in high quality investments that are appropriate for your comfort with risk and your time For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Apr 2012 — Present · San Francisco, CA, US
I help my clients and their families get clear on their financial goals and guide them as they make important financial decisions in life. My passion is to help my clients enjoy life\'s journey and live the life of their dreams.
Education
San Francisco State University
Bachelor of Science, Accounting and Finance
1990
Skills
- Portfolio Review
- Asset Allocation
- Mutual Funds
- Equities
- Fixed Income
- Series 7
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