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.
CA Insurance License No. 0B46170
CA Insurance License No. 0E98836
Derrick entered the financial service industry 1991. He holds a series 7 and 63 securities registrations and is an Enrolled Agent which allows him to represent clients in front of the IRS with regard to tax issues. (read more...)
Erik has the experience and knowledge in the needs and problems of small businesses. Erik graduated from UCLA with a BA degree in economics. He holds a Life Underwriters Training Council Fellow designation. (read more...)
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...
Mark Tsujimoto was born and raised in Torrance, CA. After graduating college in the fall of 1995, he established his own practice of financial planning clients, after being introduced to the industry by his father Stuart Tsujimoto.
Having graduated from UCLA’S Personal Financial Planning Program, Nevin P. Samuy, Financial Planner, has affiliated as a Registered Representative and Investment Advisor Representative with Cetera Advisor Networks, LLC (read more...)
Robert is an Investment Advisor Representative, a licensed life and disability agent and a Registered Representative with Cetera Advisor Networks LLC, Member FINRA, SIPC. Since 1985 Robert has been helping families (read more...)
Robert Kailes, CFP®
Retired Certified Public Accountant
Investment Advisor Representative
(310) 373-8250
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...)
Stuart Tsujimoto is a Certified Financial Planner™ professional and a licensed life and disability insurance agent. He is Regional Director of the Torrance / South Bay Branch and a Registered Principal of Cetera Advisor Networks,...
