Team
At Cetera South Bay, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Gary brings over 30 years of experience in the Financial Services Industry to the Region, 25 of which were in support of Cetera Reps and clients. Prior management roles were in Trading, Operations, Compliance and Customer Service at...
Bob is a Retired Certified Public Accountant and Certified Financial Planner®. He holds both a series 7 and 63 securities registrations and a California life and disability insurance license. (read more...)
