I am an Investment Consultant and Financial Planner with Cetera Wealth Partners in La Verne, California. With over a decade of experience in financial services, my practice has an emphasis on managing wealth for both individuals and small businesses. With a background in personal and small business banking, I bring a wealth of knowledge and financial understanding to the table. I work “with” my clients and create strategies to help them work towards reaching their financial goals.
How Business Creates Value:
An effective financial plan starts with asking the right questions... as well as understanding the goals and needs of the Individual. Only then can I provide assistance and help connect the pieces of your objectives into a cohesive and holistic plan for the future. By using standardized and new practices, as well as providing education, my mission is helping individuals and families pursue their financial goals more effectively. Your finances are important to you and you are important to me.
Cetera Wealth Partners is a region of Cetera Advisor Networks LLC. Securities and advisory services are offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker-dealer and registered investment adviser. CA Insurance License # 0H92995.