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Cheryl Lee Vesely

Balance Financial Planning, LLC

Oakland, CA

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Current Employers
Balance Financial Planning, Llc

Oakland, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2014-04-25
  • CA RA
    APPROVED
    Since 2014-04-25

Branch Locations

Oakland, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Balance Financial Planning, Llc Oakland CA 02/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-02-09
  • S65 Uniform Investment Adviser Law Examination
    2006-02-09
Designations

View on SEC IAPD

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