Senior Financial Advisor
David began his career over 40 years ago. After becoming a Certified Public Accountant, he started his own business and later acquired licenses in securities, insurance, and real estate. He resides in Westlake Village and enjoys golfing...
Lead Financial Advisor
Ryan graduated from California Lutheran University, with a degree in Business and Accounting. He has acquired his securities licenses and is currently going through the process of completing the CPA examination. (read more)
Tax & Accounting Specialist
Lauren graduated from California Lutheran University, with a degree in Business and Accounting. She is currently studying for the CPA examination. (read more)
Certified Financial Planner™ & Investment Analyst
Henry graduated from the University of California, Santa Cruz with a bachelor’s degree in Mathematics and from California Lutheran University with a Master’s degree in Business Administration. Henry is a CERTIFIED FINANCIAL...
Director of First Impressions
Maggie brings with her experience and knowledge working in multiple financial intuitions throughout her career. Her family’s business was tax preparation and insurance brokers. She would work there while going to school. Her...
* These individuals are not affiliated with Cetera Financial Specialists LLC.