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Wayne Hurley
Business Name:
HurleyPlanning - Cetera Wealth Partners & Solutions Insurance
Business Description:
Helping individuals, families & businesses plan for a successful financial future by addressing each piece of their "financial puzzle". I help manage the cost of proper insurance protection with the opportunities presented by prudent investment choices designed to help people reach their financial goals in life and for retirement.
How Business Creates Value:
We foster trust by creating and sustaining a financial plan that allows our clients to "save time and money" by selecting quality product/account options for their financial situation, risk tolerances, and specific goals.
How Member Creates Value:
Drawing on 45 years of experience helping my clients understand their options for protection and investments. I utilize an extensive network of hand picked "independent" insurance companies and investment management firms to help create a plan that's both focused and flexible. I help make complex financial conversations easier to understand and act upon.
What I Do.
Help individuals, families, and business owners get on the path to becoming "financially independent" during their retirement years. Our friendly, knowledgeable support team creates an environment that makes the process enjoyable.
Why I Do It.
Nearly everyone needs "a plan" to retire comfortably and most people aren't sure how to create a good one. They also want a friendly and supportive team of professionals to help them along their financial path. "I want to change the way you think about financial planning."
5825 Old Wheeler Rd, La Verne CA 91750
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: CA Insurance Lic. #0644976), member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.
Contact Information
Phone
(909) 596-8100
Website
facebook
Skills
- Helping individuals, families, and businesses.
- Creating a Financial Plan that makes sense and is achievable.
- Explaining appropriate investment and insurance options.
- Helping my clients become "Financially Independent".
- Creating a friendly enviroment of financial support.
- Addressing all the pieces of "The Financial Puzzle".
- Simplifying complex financial information.
Credentials
- LUTCF
- California Insurance License #0560527
Interests
- Cars
- Golf
- Hunting & Fishing
- 4X4 Exploring
- Spending time with my family & friends.
- Biking
- Camping (Glamping)
Experience
- Owner / Broker - Solutions Insurance , 45 years
- Financial Advisor - HurleyPlanning/Cetera Wealth Partners, 35 years
Languages
- English
- Spanish Assistance
Groups
- Health Underwriters
- Life Underwritiers
- Financial Services Institute
- La Verne Chamber of Commerce