Josh Cepeda

Wealth Advisor at BuckinghamAdvisor - Clayton, MO, US

Josh Cepeda's Contact Details
HQ
314-725-0455
Location
Portland, Oregon, United States
Company
BuckinghamAdvisor
Josh Cepeda's Company Details
BuckinghamAdvisor logo, BuckinghamAdvisor contact details

BuckinghamAdvisor

Clayton, MO, US • 250 - 499 Employees
Financial Services

We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.Buckingham Strategic Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Buckingham Strategic Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. Buckingham Strategic Wealth's CRD number is 143323.

investment management wealth management fixed income risk management advanced planning investor education institutional investing retirement plan management Investment Bank/Securities Brokerage Financial Advisory Services Financial Services
Details about BuckinghamAdvisor
Frequently Asked Questions about Josh Cepeda
Josh Cepeda currently works for BuckinghamAdvisor.
Josh Cepeda's role at BuckinghamAdvisor is Wealth Advisor.
Josh Cepeda's email address is ***@buckinghamadvisor.com. To view Josh Cepeda's full email address, please signup to ConnectPlex.
Josh Cepeda works in the Financial Services industry.
Josh Cepeda's phone number is 314-725-0455
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