All your accounts, balances and your financial plan in one place.  Explore the calculators, use the encrypted vault to store documents or add other assets to view everything in one place. 

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Fidelity 401k

View your 401k balances at Fidelity.  Use their vast library to answer any of your questions or chat with us in the lower right hand column with questions. 

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NetX Investor

All accounts and statements that are held at Pershing can be accessed via NetX Investor.  Pershing is one of the two Custodian that we use to hold your assets.

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In a crunch you can login here to get any of your statements at TD Ameritrade.  Think of them as that bank that holds all of your investments since we never touch a penny of your money. 

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Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRASIPC,a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License# 0I59024.


Asset allocation, which is driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns.  All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. A diversified portfolio does not assure a profit or protect against loss in a declining market.

This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative(s) listed on the site or visit the Cetera Advisor Networks site at

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Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

FINRA's BrokerCheck: Check the background of this investment professional on FINRA’s BrokerCheck.

225 Avenue I, Suite 201

Redondo Beach, CA 90277

Contact: (310) 792-2424


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