605 East Huntington Drive
Our team of financial professionals strives to help every day families navigate the complicated world of finance. We begin the planning process by educating individuals in an easy-to-understand manner. We take a deep dive into important goals, fears, and specific sources of income. Then our team develops a personalized strategy utilizing invesment and risk mitigation tools designed to help our clients achieve their goals. These strategies are likely to change over the course of one's life, and our team will be there to adapt their plan, and to guide and support our clients every step of the way.
Wealth Manager, Investment Adviser Representative
(626) 408-1333 ext.306
Tori is an Investment Adviser Representative with Cetera Investors. She graduated from the University of California, Davis with a degree in Economics and a minor in Sociology. Tori’s favorite part about being an adviser is...
Financial Advisor, Investment Adviser Representative
(626) 408-1333 ext.416
Alex is an Investment Adviser Representative with Cetera Investors. He graduated from the University of Puget Sound, with degrees in both Business and Economics, as well as a minor in Math. He also played infield for their NCAA...
Licensed Sales Assistant
(626) 408-1333 ext.323
Brandon is a Licensed Sales Assistant with Cetera Investors. He graduated from the University of California, Riverside with a degree in Anthropology and was a part of Delta Sigma Pi. Brandon’s favorite part about being a sales...