Ad Title: Financial Advisor
I help my clients manage their expectations specializing in Pre and Post Retirement Planning, Tax Efficient and Tax Advantage Planning, Estate and Legacy Planning, Goal Planning and College Planning. Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. State of California Insurance License # OC96147. Cetera is under separate ownership from any other named entity.