Yvonne Ceresa, Financial Advisor

FINANCIAL ADVISOR
Yvonne I Ceresa

CFP®, CFA®
1350 Arnold Dr Suite 100, Martinez, CA 94553opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Sustainable investing
  • Charitable Giving
  • Intergenerational Planning
  • Divorce Finances

About Yvonne

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. 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...

Work History

  • Edward JonesApril 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CFA®

    Chartered Financial Analyst®

Education

  • San Francisco State UniversityBachelor of Science

Personal Interests

  • Hiking
  • Personal Fitness
  • Spending Time with Family
  • Traveling
  • Volunteering

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

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