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Biography

Veda Cassells-Jones

Veda

Veda Cassells-Jones, CFP®, founder and president of C-J Advisory, Inc., has been a financial planner since 1980. She is a:

  • CFP® (Certified Financial Planner™)
  • AIF® (Acredited Investment Fiduciary®)
  • CLTC (Certified, Long Term Care Insurance)
  • RIA (Registered Investment Advisor)
  • Registered Securities Principal
  • Life Insurance agent
  • Disability Insurance agent
  • Health Insurance agent
  • Stock and Bond broker
  • Pension consultant
  • Real Estate Mortgage Broker
Veda works with individual clients, and acts as investment advisor to company Profit-Sharing Plans and Charitable Foundations.

She has been a guest speaker before Silicon Valley company meetings, Women in Business seminars, church groups, seniors organizations, and student workshops. She has been interviewed as a financial planning expert on television and radio, and for newspapers and magazines. She is listed in Who's Who In Finance and Industry (29th edition).

Veda has a B.A. in Sociology from Sonoma State University, and has completed graduate courses in Psychology and Counseling.