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Cletus E

Series 63, Series 65

Temecula, CA

CME Strategic Wealth Management

Cletus Emeziem is the principal advisor at CME Strategic Wealth Management in Temecula, CA, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has led CME Strategic Wealth Management since 2016 and is also involved with TradingBlock since 2015. Outside of advisory services, he owns and operates a tax preparation business and is engaged in a resort/vacation sharing marketing role. CME Strategic Wealth Management serves approximately 20 clients, including individuals, high-net-worth clients, charities, and business entities, managing about $549,166 in client assets. The firm offers financial planning, non-discretionary portfolio management, third-party adviser selection, and seasonal tax preparation, using a strategic asset allocation approach with tactical adjustments across various investment vehicles.

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