7 Streets Financial, LLC
About this Advisor
Joseph Duca is a financial advisor based in San Ramon, California, who has 11 years in the industry. Duca is currently employed by 7 Streets Financial, LLC. Their career trajectory has included roles at Lpl Financial, LLC, Blueprint Wealth Partners, LLC and 7 Streets Financial, LLC. Duca maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in California. 7 Streets Financial, LLC is a financial advisory business that has its headquarters in San Ramon, California. The company has just five employees. It administers $100 million in total assets across its 275 client accounts, making it one of the smaller firms in the nation by assets under management. Of its 275 accounts, just 11% are associated with high-net-worth investors who have at least $1 million in investable assets. 7 Streets Financial, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fee schedules typically depend on which services the firm provides the client. Fees charged by 7 Streets Financial, LLC can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
7 Streets Financial, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Joseph Duca Work History
Joseph has 11 years of experience.
7 Streets Financial, LLC
Lpl Financial, LLC
Blueprint Wealth Partners, LLC
Joseph Duca has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at 7 Streets Financial, LLC
San Ramon, CA
San Ramon, CA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact firstname.lastname@example.org.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.