Cedar Wealth Management

Vittorio Fratta is a CFA® charterholder with ten years of industry experience. He has been with Cedar Wealth Management since 2016. Mr. Fratta serves on the Advisory Council of the University of West Florida in Pensacola, FL. Cedar Wealth Management serves primarily individual clients, including high-net-worth individuals, trusts, estates, and retirement plans, managing approximately $417 million across 64 client relationships. The firm emphasizes long-term, globally diversified asset allocation implemented through various investment vehicles, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Neil Jubaili is a CFP® with 17 years of industry experience, currently serving as an advisor at Cedar Wealth Management in La Jolla, CA. He is also the owner of CWM Accountancy LLP, a certified public accounting firm. Jubaili has worked at both firms since 2014. Cedar Wealth Management primarily serves individual clients, including high-net-worth individuals, trusts, estates, and retirement plans, managing approximately $417 million across 64 client relationships. The firm focuses on long-term, globally diversified asset allocation implemented through various investment vehicles and offers customized portfolio management and financial planning services.

Laurel Jones is a Series 65-registered advisor at Cedar Wealth Management in San Francisco, CA, with six years of industry experience. Her work history includes roles at Cedar Wealth Management since 2020, as well as prior positions at Rose Mansion and Westville. Cedar Wealth Management serves primarily individual clients, including high-net-worth individuals, trusts, estates, and retirement plans. The firm emphasizes long-term, globally diversified asset allocation through various investment vehicles and offers both discretionary and non-discretionary portfolio management along with financial planning and consulting services.