Why Cetera?

We are affiliated with Cetera Investment Services, one of the premier broker-dealers in the financial services industry.  They are responsible for executing trades on your behalf.  Like all other broker dealers, Cetera Investment Services is required to undergo regular auditing and are required to meet specific net capital requirements to ensure it can meet its obligations to investors like you.

Being associated with a firm like Cetera Investment Services, we are not held to any sales quotas or tied to any proprietary products.  We have the independence and freedom to recommend the financial solutions that best suit your needs, ensuring your objectives are what drive all decisions, while our network of people and resources help us pursue your unique goals and vision for the future.

Cetera Investment Services is part of the family of independently managed firms of Cetera Financial Group based in El Segundo, CA.  Since the first Cetera division was founded in 1981, CFG has grown to manage over $350 billion in client’s assets while taking advantage of some of the industry’s best advisory products and income based solutions.  By being one of the larger firms in the industry has allowed financial professionals have access to industry leading technology and support to ensure our clients are in the best position possible.