John Cordeiro- Financial Advisor Napa, CA

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About John Cordeiro

Vintage Wealth Advisors is an independent, full-service financial planning firm committed to supporting the goals of individuals and business owners in the Napa Valley. As registered representatives of LPL Financial and Investment Advisor Representatives of Financial Advocates Investment Management, the team at Vintage Wealth Advisors provides fee-based advice and a wide array of services that include: comprehensive financial planning, proactive investment management, customized retirement strategies, estate planning, and insurance and annuities.

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General Information

Firm Start Year

2015

No. of Employees

Compliance

Qualifications & Membership

Compensation and Fees

Education

Bachelor of Science - Management -

Menlo College - Atherton
08/01/2002 -12/31/2005

Disclosures

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https://www.finra.org https://www.sipc.org

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890021/paladinregistry-Vintage-Wealth-Advisors-detailed-disclosure.html

Disclaimer

The Financial Consultants at Vintage Wealth Advisors are registered representatives with, and securities offered through, LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Vintage Wealth Advisors, a registered investment advisor. Financial Advocates Investment Management, Vintage Wealth Advisors, and LPL Financial are separate entities. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ CA CO DC FL IA ID IN KS MT NC NM NV OR TX VA WA TN

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John Cordeiro

Vintage Wealth Advisors