personimage

Richard A. Saso

Caldwell Securities, Incorporated

Financial Planner in San Ramon, CA

Address:
3130 Crow Canyon Pl, Ste 200
San Ramon, CA 94583
Request a Free Consultation

Is this Your Listing? Claim it Now!

View on Maps

About Richard A. Saso

Richard Saso is a financial professional at Caldwell Securities, Incorporated located in San Ramon, California. Richard Saso holds an industry securities registration subject to FINRA oversight having passed securities examinations including S22, S24, S27, S4, S51, S53, S6, S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Richard Saso provides services to clients in the following language(s):

  • English

Specialties and Skills:

Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.

  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Richard Saso
3130 Crow Canyon Pl, Ste 200
San Ramon, CA 94583

Phone Number: Click to Show
Website:

Client Reviews

0 Reviews for Richard A. Saso

Looking for a financial advisor located near San Ramon, California? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.