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Client Advisory

Biography

Avalon is an Associate in the San Diego office. She is a member of the Wealth Management practice, supporting advisors in providing comprehensive financial planning and investment management services to individual and family clients.

Prior to joining Cerity Partners, Avalon held a similar role as a Financial Planning Analyst at West Coast Financial.

Education

  • B.S. in Business Administration with a concentration in Information Systems and a minor in Environmental Studies from California Polytechnic State University, San Luis Obispo
  • M.S. in Data Analytics from California Polytechnic State University, San Luis Obispo

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Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

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Dustin Ribergaard

Lead Concierge

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor. Schedule a meeting below:

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Dustin Ribergaard

Lead Concierge

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Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

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Learn about our Privacy Policy

By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.