I'm an experienced CERTIFIED FINANCIAL PLANNER who specializes in creating generational wealth building plans for educators, public employees, and non-profits by providing expertise in public pension planning and 403(b) management.I also currently serve as the chapter president of the Financial Planning Association (FPA) of San Gabriel Valley. Message me if you are interested in learning more about our great chapter!Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC CA insurance license # 0A96522), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.
...CERTIFIED FINANCIAL PLANNER™ at Cetera Investors
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