Cesar Macedo CFP™, CLU®,

Current

• Financial Consultant at Linsco Private Ledger Financial Services

Past

• Financial Consultant at WaMu/WM Financial Services
• Banking Center Manager at Wells Fargo Bank

Education

• California State University-Long Beach - College of Business Administration
• University of California, Irvine
• University of California, Santa Cruz

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Connections

47 connections

Industry

Financial Services

Websites

• My Website
• My Company

Cesar Macedo CFP™, CLU®,’s Summary

CERTIFIED FINANCIAL PLANNER™
CHARTERED LIFE UNDERWRITER®

Cesar Macedo CFP™, CLU®,’s Specialties:

Investments, Life Insurance, and Retirement Plans
FINRA Series 7,63,65,24, Life Agent
IRA Rollover, 401k

Cesar Macedo CFP™, CLU®,’s Experience

• Financial Consultant

  Linsco Private Ledger Financial Services

  (Privately Held; 10,001 or more employees; Investment Banking industry)

  July 2007 — Present (2 years 6 months)

  I help my clients maximize their net worth by proper asset allocation and account selection. I use various proven techniques and styles to meet the needs of my clients. I specialize in retirement planning utilizing 401k -Profit Sharing, Pension and Individual Retirement Account (IRA) Plans.

• Financial Consultant

  WaMu/WM Financial Services

  (Public Company; 10,001 or more employees; Investment Banking industry)

  October 1998 — July 2007 (8 years 10 months)

  Investment advice, financial planning, asset allocation, retirement accounts....

• Banking Center Manager

  Wells Fargo Bank

  (Public Company; 10,001 or more employees; WFC; Banking industry)

  June 1996 — January 1998 (1 year 8 months)

  Banking, Lending, Investments

Cesar Macedo CFP™, CLU®,’s Education

• California State University-Long Beach - College of Business Administration

  MBA , 2005 — 2007

• University of California, Irvine

  Certificate , Personal Financial Planning , 2002 — 2004

• University of California, Santa Cruz

  BA , Economics , 1991 — 1996

Additional Information

Cesar Macedo CFP™, CLU®,’s Websites:

• My Website
• My Company

Cesar Macedo CFP™, CLU®,’s Interests:

Office Phone: 562-862-4900

Cesar Macedo CFP™, CLU®,’s Groups:

Society of Financial Service Professionals
Financial Planning Association Member
American Asociation of Individual Investors Member
Santa Fe Springs Chamber of Commerce Member
Downey Chamber of Commerce Member

•    TopLinked.com (Open Networkers)
•    Job & Career Network
•    Connect to the World
•    LION500.com (Open Networkers)
•    Biz-Investor
•    Connect to New Zealand

Cesar Macedo CFP™, CLU®,’s Honors:

Consumers' Research Council of America,
Best Financial Planners, 2005, 2006, 2007

Cesar Macedo CFP™, CLU®,’s Contact Settings

Interested In:

• new ventures
• expertise requests
• business deals
• reference requests