Financial Stability Starts Here
Holistic financial strategies tailored to your goals
We stay focused on market trends, so you don't have to.
We create financial strategies tailored to your goals.
Years of experience have prepared us to guide you through your life transitions.
We believe values matter, and we live by ours every day.
We are a group of professional financial planners who work together, yet independently. Here’s how our arrangement works, and best benefits you.
Each of us works with clients for whom we are individually responsible, but we share research and ideas on a continuous basis, both informally and through periodic meetings. Our combined knowledge delivers benefits to all of our clients.
One of the greatest concerns that we face is that the ongoing top level of service continue should one of us become incapacitated or die. This concern, in fact, was what led us to form our strategic alliance in the first place. Moving forward in the hopes that this not be the case for a very long time, we have each signed agreements that provide for the uninterrupted and seamless management of our practices by the others. What this means is that your investment planning and advisory services will remain in the capable hands of professional and experienced managers. A security net for us, but more importantly, this can represent continuity for you.
Each one of us is available for consultation at your convenience when the need arises. As long-term partners working together, we are eager to review your financial situation.
What binds us together is that we all entered the financial services industry because we care. We care about helping people secure a future for themselves and their families. We care about our fellow entrepreneurs who have worked hard to create value in their lives and those that they touch. We are business owners, and reliability is of paramount importance to us.
Please Contact us today and see how our arrangement can work for you.
Cetera Advisor Networks3807 Wilshire Boulevard, Suite 1040, Los Angeles, CA 90010 (213)385-6237