Cheryl Giustiniano
 
Financial Advisor Image
Cheryl Giustiniano CERTIFIED FINANCIAL PLANNER™ Investment and Financial Advisor
138 Civic Center Dr.
Suite 207
VistaCA 92084
Phone: 760-639-1124
Fax: 760-639-1125
Cell: 858-776-4437
Contact Us

Mission Statement

As a senior Certified Financial Planner with over twenty years of experience, Ms. Giustiniano finds what she does very rewarding.  She guides families to create and preserve their wealth.  She helps identify goals, reduce income taxes and estate taxes, and make sure that all your assets are well protected.  She works very closely with a number of other professionals to ensure that all aspects of your Financial life are protected.  As an Advisor, Ms. Giustiniano coordinates all aspects of your financial health, recommending and overseeing money managers, and coordinating with your attorneys money managers and tax professionals. 

As a San Diego Senior Certified Financial Planner and Financial Advisor, Ms. Giustiniano works in the following areas of North County San Diego:  Santa Luz, Del Mar, Rancho Santa Fe, Encinitas, Carlsbad, San Marcos, San Ellijo, La Costa, Poway, Rancho Bernardo, 4S Ranch.

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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