Jeffrey L. Wilson,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey L. Wilson, CFP®

MBA,

Financial Planner

Cetera Advisor Networks

9074 Broadway Ter
Oakland, CA 94611
(510) 450-1744

General

Jeffrey Wilson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cetera Advisor Networks in Oakland, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Life Planning, Retirement, Women's Finances

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Helpful Financial Planning Resources