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Celeste Yvonne Mirassou

Celeste Y. Mirassou

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CRD#: 1233405
Celeste Yvonne Mirassou

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Celeste Yvonne Mirassou, CFP® was a registered financial professional .

Celeste is a previously registered financial professional and started their career in finance in 1984. Celeste had worked at 6 firms and has passed the Series 63, Series 6 and Series 22 exams.

Biography

What Makes Me Different "Do I have a license or a certification that qualifies me to offer financial planning services?" Yes, a Certified Financial Planner must pass an extensive exam and meet industry experience requirements. And she must continue studies in the field to maintain that license. Are financial planners regulated? I am a Registered Investment Advisor with the State of California. It means that I need to comply with standards of performance as well as disclosure about how I operate my business. This includes making one document that I file with the state, my ADV, available to you upon request. Am I a Fee Only Financial Planner? Yes. Will I put my client's interest above my own interests? Yes, I conform to the guidelines of the National Association of Personal Financial Advisors (NAPFA) - the only financial planners' professional association that requires a review of a financial plan by our peers before admittance and the acceptance of a fiduciary oath. How do I give back to the field of financial planning? I was an adjunct faculty member at Golden Gate University in the Masters of Science Financial Planning program for insurance and estate planning, and I taught insurance planning at University of California Extension. I also served as a board member of the San Francisco chapter of the FPA (Financial Planning Association) chairing the Sponsorship Committee. Where did I acquire the necessary experience? Twelve years of financial planning experience including work as a paraplanner (think "As a paralegal is to a lawyer...) for other financial planners Ten years of financial services sales experience in direct sales and as a sale consultant
top-8-questions

Question & Answer

What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Hourly
Investment Advice without Ongo...
Retirement Planning & Distribu...
Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1988

Experience

Past

January 3, 2020 - July 13, 2023

MIRASSOU, CELESTE

RIA
CRD#: 134181
Napa, CA
Past

November 2, 1993 - November 22, 1993

NEW ENGLAND SECURITIES

BD
CRD#: 615
Past

October 21, 1987 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2682
Past

October 21, 1987 - October 11, 1988

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Past

May 29, 1985 - October 28, 1987

THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY

BD
CRD#: 647
Past

March 7, 1984 - April 15, 1985

SIGNATOR INVESTORS, INC.

BD
CRD#: 468

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 11/4/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 11/1/1993
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 12/21/1984
Direct Participation Programs Representative Examination

Current Firm

MC
MIRASSOU, CELESTE
CELESTE YVONNE MIRASSOU | MIRASSOU, CELESTE | FINANCIAL PLANNING FOCUS

CRD#: 134181 / SEC#:

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Contact information

Main Address
Napa, CA
Mailing Address
Phone number
(707) 266-1912
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Company Information

MIRASSOU, CELESTE

CRD#: 134181

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Contact information

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