Financial Planning, Budgeting, Investment Advice
I’m Celeste Mirassou, CFP®, RIA, an independent financial planner serving the North Bay. I meet with clients in Napa, Petaluma and San Rafael. I offer my financial planning on a project or hourly basis — only. I am compensated only by you, so my focus is on your specific needs and budgetary requirements. My loyalty is only to you. I receive no commissions for products.
I am also a Registered Investment Advisor. I provide objective and affordable solutions for investors looking for cost-effective help with investing. I focus on your needs, with no management fees based on “minimum” investable assets.
Everyone has different needs. I have found that’s definitely the case when it comes to finances. Some of us wonder how we should invest our money. Others worry about how to save enough money to invest. Some of us are concerned with buying our first home. Others are wondering if they should sell their first home when they retire. Still others are wondering if they ever can retire or are dealing with one of life’s many transitions!
No matter what your financial questions may be, I believe the best way to get reliable, practical and objective answers is to work with a certified financial planner, CFP(R).
The bottom line – no matter what the issue – is that I want to work with you to find a solution. As a problem-solver, it is my business, and my passion, to make a difference and touch lives by giving my clients the tools they need to manage their money with ease.
Sound good? All it takes to get started is a phone call, or an email, or a click on the link above. I look forward to talking to you about your financial goals, issues, and problems. Working together, I know we can get you to where you want to be.