Cetera Investors

I am Mackie Chaudhry, a dedicated financial advisor. I am passionate about helping clients make sound financial decisions to live their best lives, with a special focus on supporting widows.

I offer comprehensive financial strategies tailored to your goals, including tax mitigation, investment planning, portfolio evaluation, and risk management. I collaborate with attorneys, accountants, and other professionals to provide a holistic approach.

With over 20 years of experience in the finance industry, I began my career with Edward Jones in 2018, driven by a deep desire to make a difference in people's lives. In recognition of my dedication and expertise, I was honored with a limited partnership at Edward Jones in 2021.

As a promise to continue expanding my industry knowledge, I passed the Certified Financial Planner™ (CFP®) exam in March 2024 and achieved my Chartered Financial Consultant® (ChFC®) certification in September 2024.

Outside the office, I cherish spending time with my 12-year-old daughter, Maryam. We enjoy cooking, game nights, swimming, hiking, picnics, and traveling. Recently, my niece, Fudgie, joined our household, adding even more joy to our family dynamics. Our recent move to San Ramon has been a wonderful journey that enriched our lives, and we are excited to explore and love our new home.

• Mackie Chaudhry
  Financial Planner
  Phone: (925) 308-5082
  Send an Email