Why Women?

Empowering women in their financial life.  

 

Nancy started the company 20 years ago after working for years in the male dominated industry.  It was through this experience where she gained her grit and loves empowering women through their financial life.  

Everything in one place

Our meetings are interactive and we use cutting edge financial planning software to show you how the decisions you make today will affect your family in the years to come. 

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Foundational 

Planning

  • Net Worth Calculation

  • Credit Score Check

  • Retirement Saving Rates

  • Student Loans

  • Debt Management

  • Financial Goals

  • Employer Benefits

  • Tax Breaks 

  • Life Insurance & Disability

  • Estate Planning

  • Beneficiary Reviews

Advanced

Planning

  • Net Worth Calculation

  • Credit Score Check

  • Retirement Saving Rates

  • Student Loans

  • Debt Management

  • Financial Goals

  • Employer Benefits

  • Tax Breaks 

  • Life Insurance & Disability

  • Estate Planning

  • Beneficiary Reviews

  • Retirement Planning

  • Income Strategies

  • Long Term Care

  • Social Security Strategies

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 www.ceteraadvisornetworks.com.

Online Privacy Policy | Important Disclosures | Business Continuity | Privacy Policy | Order Routing Disclosure

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

Email: John@APSadvisor.com

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