Cheryl L. Vesely
BALANCE FINANCIAL PLANNING
OAKLAND, CA
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CRD#: 5625062
Professional summary
Cheryl Lee Vesely, CFP® is a registered financial advisor currently at BALANCE FINANCIAL PLANNING, LLC located in Oakland, California.
Cheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Cheryl has worked at 1 firm and has passed the Series 65 exam.
Biography
Cheryl Vesely is an Oakland based financial planner. She earned a graduate certificate from the UC Berkeley Personal Financial Planning Program in 2005 and earned her Certified Financial Planning™ certificate in 2008. Cheryl also earned a Masters of Economics from Georgetown University and Bachelors of Science in economics from University of California at Santa Barbara.
Cheryl has worked over fifteen years in the finance industry and over five years providing personal financial planning and investing services. Most recently, Cheryl worked at a financial advisory firm helping California public school districts obtain financing from the capital markets. She has also worked at the World Bank, National Bureau of Economic Research, Barclays Global Investors and Wells Fargo.
Cheryl lives with her husband and two daughters in Oakland, California. She enjoys baking and cooking, running, reading, and spending time with family and friends.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Tax Planning
Investment Planning
Retirement Planning
Insurance Planning
Budgeting
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Hourly
Investment Advice with Ongoing...
Investment Advice without Ongo...
Real Estate Investments
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Cheryl Lee Vesely's CRS (Customer Relationship Summary).
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®
Start date: 2008
Experience
Current
April 25, 2014 - Present
BALANCE FINANCIAL PLANNING, LLC
RIA
CRD#: 170239
OAKLAND, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(4/25/2014)
Current Firm
BALANCE FINANCIAL PLANNING, LLC
BALANCE FINANCIAL PLANNING | VESELY, CHERYL | BALANCE FINANCIAL PLANNING, LLC
CRD#: 170239 / SEC#:
California
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Contact information
Main Address
Oakland, CA
Mailing Address
Phone number
(510) 847-7432
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 33 |
| AUM (Assets Under Management) | $ 34,840,370 |
Red Flags
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