Business Description:
I am a passionate and creative retirement plan advisor whose purpose is helping business owners create prosperity in their business and provide security for their employees.
That’s why I created Equity 401k Consultants. A firm dedicated to creating success outcomes for businesses and their employees.
I started in the banking industry helping businesses get the capital and loans needed to grow.
But.....
I always felt like I could do more. I loved the relationships with the very individuals who were making our economy move and giving our communities a place to work.
It's because of this I became an advisor. I wanted to help business owners grow and leverage what they created to expand even more while creating a business and benefits package that would secure a future for themselves and their employees.
How Business Creates Value:
Equity 401k Consultants exists to help business owners and their employees meet their financial goals by providing premier retirement plan solutions & consulting services.
We provide 3 outcomes when you work with us:
Time, Protection, Savings:
• Give you more Time with administrative support
• Increase Protection with fiduciary support
• Increase Savings by keeping costs low
Who do we work with?
• Start-up plans
• Pension plans
• Existing 401k & 403b plans
• Plan participants
• Business Owners and Executives
Disclosure
Securities and advisory services are offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC CA Insurance License # 0644976), member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera Wealth Partners is a region of Cetera Advisor Networks LLC.. Cetera is under separate ownership from any other named entity.
Branch Information
Equity 401k Consultants
415 Brightview Dr.
Glendora, CA 91741
Branch: (909) 596-8100
Direct: (626) 224-7715