Francesco Setola, Awma®, Cpfa® Email and Phone Number
Francesco Setola, Awma®, Cpfa® work email
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Francesco Setola, Awma®, Cpfa® personal email
I work hand-in-hand with my clients to develop a tailored financial plan to address their unique needs and strive to optimize their future financial status.Born and raised in Thousand Oaks, I moved to the San Diego area and attended San Diego State University. I'm close with my big Italian family so I moved closer home to start my career. In my free time, I enjoy traveling with friends and family, living an active lifestyle such as playing basketball and going snowboarding, as well as enjoying the simple things in life.My career is both challenging and rewarding as I get the opportunity to meet with individuals, families and businesses to help them pursue their most important financial goals. One thing I have learned in this ever-changing industry is that no two clients and their financial needs are ever exactly the same. I have worked with many different clients, with different goals and backgrounds, and I take pride in making sure that the plan we create together is unique and allows for flexibility to adapt to changing needs over time.Please feel free to reach out to me with any questions. I can be reached at (805) 657-2604 or francesco.setola@lpl.comLicenses: Series 6, 7, 63, 65 held through LPL Financial and CA, WA, AZ, & NV Life & Health insurance license.Francesco Setola is a registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Wealth AdvisorCognitive Wealth Management Jan 2019 - Present -
Financial Advisor At The Prudential Insurance Company Of AmericaPrudential Financial Feb 2018 - Jan 2019Greater Los Angeles Area• Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products -
Financial Services RepresentativeCetera Financial Group Sep 2013 - Feb 2018Greater Los Angeles Area
Francesco Setola, Awma®, Cpfa® Education Details
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Econometrics And Quantitative Economics
Frequently Asked Questions about Francesco Setola, Awma®, Cpfa®
What company does Francesco Setola, Awma®, Cpfa® work for?
Francesco Setola, Awma®, Cpfa® works for Cognitive Wealth Management
What is Francesco Setola, Awma®, Cpfa®'s role at the current company?
Francesco Setola, Awma®, Cpfa®'s current role is Wealth Advisor at Cognitive Wealth Management.
What is Francesco Setola, Awma®, Cpfa®'s email address?
Francesco Setola, Awma®, Cpfa®'s email address is fs****@****ell.com
What schools did Francesco Setola, Awma®, Cpfa® attend?
Francesco Setola, Awma®, Cpfa® attended San Diego State University.
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