Client Advisory

Biography

Cecilia is a Principal in the Orange County office. She is responsible for client service and investment support.

Prior to joining Cerity Partners, she was a Trading/Operations analyst, then wealth management associate at Centaurus Financial Inc.

Education

  • Bachelor of Science in Criminal Justice and Forensic Science
  • Master of Business Administration from the American Intercontinental University of South Florida

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Meet Our  Client Advisory Colleagues

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Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, 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.