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Christine Garceau Remedios

Christine G. Remedios

REMEDIOS FINANCIAL PLANNING
SAN FRANCISCO, CA 94111
Some features on this profile are disabled
CRD#: 6519405
Christine Garceau Remedios

Professional summary

Christine Garceau Remedios, CFP®, who also goes by Christine Anne Garceau, Christine G. Remedios, is a registered financial advisor currently at REMEDIOS FINANCIAL PLANNING located in San Francisco, California.

Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Christine has worked at 1 firm .

Biography

Chris Remedios is a Certified Financial Planner™ professional at Remedios Financial Planning, an hourly financial planning and investment advice firm in San Francisco. She graduated with a degree in Management Science and a minor in Applied Mechanics and Engineering Science from UC San Diego and gets a thrill out of transforming client’s financial data into a story that helps clients take their next, best, financial steps. Chris serves as Pro Bono Director for the SF Financial Planning Association and is proud to have been awarded the Heart of Financial Planning award in 2017 by her peers. It is her passion to provide objective, financial advice for those in need.
top-8-questions

Question & Answer

What are your service offerings?
Education Planning
Estate Planning
Retirement Planning
Comprehensive Financial Planni...
Budgeting
Investment Planning
Employee and Employer Plan Ben...
Tax Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Hourly
Investment Advice without Ongo...
Middle Income Client Needs
Millennials
Are you a "fiduciary"?
Yes

Aliases

Christine Anne Garceau | Christine G. Remedios

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) - RIA

Click below to view Christine Garceau Remedios'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®

Certified Financial Planner

Start date: 2012

Experience

Current

July 22, 2015 - Present

REMEDIOS FINANCIAL PLANNING

Office #1: One Embarcadero Center Suite 1200, San Francisco, CA 94111
RIA
CRD#: 269824
SAN FRANCISCO, 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
(7/22/2015)

Exams

Current Firm

REMEDIOS FINANCIAL PLANNING
REMEDIOS FINANCIAL PLANNING
REMEDIOS FINANCIAL PLANNING | REMEDIOS, CHRISTINE GARCEAU

CRD#: 269824 / SEC#:

California
Registered Investment Advisory firm - (7/22/2015 Approved)
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Contact information

Main Address
One Embarcadero Center Suite 1200, San Francisco, CA 94111
Mailing Address
4083 24th St #460819, San Francisco, CA 94146
Phone number
(415) 579-1521
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

REMEDIOS FINANCIAL PLANNING

REMEDIOS FINANCIAL PLANNING

CRD#: 269824San Francisco, CA 94111

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