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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-20-2007
- Office Locations
- 1
Office Locations
About JC Financial Planning & Investments, LLC
JC Financial Planning & Investments, LLC is a fee-only, California-registered RIA in Long Beach serving individuals and small businesses with comprehensive financial planning and investment management. Portfolios focus on disciplined asset allocation and broad diversification with a value-based tilt, implemented primarily with low-cost, tax-efficient ETFs (and select stocks/bonds or mutual funds when appropriate). Client assets are custodied at Fidelity Investments; led by CFP Juerg “George” Ciceri.
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Owner & Executives
JUERG STEPHAN CICERI
Chief Compliance Officer, Managing Member
- CRD
- #2216052
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,868,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,868,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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