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Jersin Financial Services - Bob Jersin, CPA, CFA

  • Financial Services
  • Tax & Business Services
  • Tax Preparer
300 Topeka Place
Danville, CA 94526
(925) 837-5265
(925) 837-5265 (fax)
Hours:
10:00AM to 5:00PM Monday - Friday

We look forward to talking to you. Please call or email.

About Us

Formed in 2003, Jersin Financial Services, Inc. provides clients with insightful financial expertise in the areas of
Income Tax Planning and Preparation for Individuals, Businesses, Trusts and read more
  • About

    Formed in 2003, Jersin Financial Services, Inc. provides clients with insightful financial expertise in the areas of
    Income Tax Planning and Preparation for Individuals, Businesses, Trusts and Estates
    Retirement Planning
    Investment Planning and Analyses- (Registered Investment Adviser)
    Incorporation Services

    President, Bob Jersin, holds the following designations:
    Certified Public Accountant
    Chartered Financial Adviser
    Masters of Business Administration (emphasis areas in Finance and Accounting)

    Why Our CFA Credential Matters:
    Today’s financial markets demonstrate the importance of having reliable evidence of your financial adviser’s integrity, experience, and commitment. Among the credentials that financial professionals may hold, none are more highly regarded than or as rigorously focused on investment knowledge as the Chartered Financial Analyst® designation. At Jersin Financial Services, the senior member of our team is a CFA Charterholder. The CFA Charter embodies the following core tenets:

    Ethics
    Ethics are a core component of the curriculum that leads to the CFA designation. Every CFA charterholder is required to annually sign a statement declaring adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.

    Knowledge and Experience
    Every CFA charterholder has at least four years of industry experience and has passed 18 hours of rigorous examinations on subjects that include investment tools, asset valuation, portfolio management, and the application of ethical and professional standards.



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  • Directions

    From I-680, take Sycamore Valley Blvd. East. First Right onto Camino Ramon. Drive 1 mile to the first Stop Light. Left on El Capitan. First Stop sign -Right on Brookside Dr. Right on Topeka Pl