Cerity PartnersFinancial advisor in Lafayette, CA
Cerity Partners is a financial advisor at 3595 Mount Diablo Blvd Ste 300, Lafayette, CA 94549.
Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.
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Key facts
| Address | 3595 Mount Diablo Blvd Ste 300, Lafayette, CA 94549Get directions |
|---|---|
| Phone | (415) 677-5430 |
| Website | ceritypartners.com |
Specialties
Each specialty shows the evidence we matched it on.
- Financial Advisorsmain specialtyGoogle main category
- Financial PlannersGoogle main category
- Investment Advisorsadditional Google category
Service area
Serves Lafayette and 11 towns within 25 miles: Orinda, Walnut Creek, Moraga, Pleasant Hill, Alamo, Piedmont, Concord, Danville, Berkeley, Martinez and Albany.
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