Cheryl Giustiniano
 
Financial Advisor Image
Cheryl Giustiniano, CFP® CERTIFIED FINANCIAL PLANNER™ Investment and Financial Advisor
1900 Wright Place
Suite 150
CarlsbadCA 92008
Phone: 760-639-1124
Fax: 760-659-7170
Cell: 858-776-4437
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Mission Statement

As a CERTIFIED FINANCIAL PLANNER professional 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 and estate taxes, and makes sure all your assets are well protected.  She works very closely with a number of other professionals on a team basis.  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 CERTIFIED FINANCIAL PLANNER  professional and Financial Advisor, Ms. Giustiniano works in the following areas of North County San Diego:  Santa Luz, Del Mar, Del Sur, La Jolla, Rancho Santa Fe, Encinitas, Carlsbad, Solana Beach, San Marcos, San Ellijo, La Costa, Poway, Rancho Bernardo, 4S Ranch, Escondido and Vista.

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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