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In this Guide You will Learn...

  1. How to Start - Oftentimes starting can be the most daunting part.  

  2. Avoiding Pitfalls - Don't fall prey to 

  3. The 8 Essentials - In every plan there are certain issues that need to be addressed. 

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Meet the Team

We are a mother and son team of financial advisors.  Our core values as a business is to create a happy and confident retirement for our clients through proper planning and investment management.  We provide a high level of communication and hold our clients hand through the whole process.  

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If you have questions after reviewing the guide please reach out via email or phone.

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.

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225 Avenue I, Suite 201

Redondo Beach, CA 90277

Contact: (310) 792-2424


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