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William V Caddick Jr, Financial Advisor serving the Pleasanton, CA area - Ameriprise Advisors

William V Caddick Jr

CFP®, CRPC, AWMA℠, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Juno Moneta Wealth Advisors
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 4.9 / 5 rating based on 15 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • AWMA℠ Accredited Wealth Management Advisor™
  • ChFC® Chartered Financial Consultant®

Education

  • Western Michigan University; Bachelor of Business Administration (B.B.A.)

Community participation

  • Forgotten Harvest 0f Oak Park, MI
  • Step Out 2014: Walk to help stop Diabetes
  • Susan G. Komen Race for the Cure
  • Marine Corp Toys for Tots of Southeastern Michigan
  • Gleaners Community Food Bank of Southeastern Michigan

Interests

I enjoy mountain biking, running, adventure racing, sports, golf, reading, jig-saw puzzles, and game/trivia nights.