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Pension Consulting Services Advisors in Artesia, California
3 Results
Unclaimed

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

ARTESIA, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Dwight Nakata is a financial advisor with Cetera Investment Advisers LLC, a firm with over 100,000 clients and $100 billion in assets under management. Dwight is a Certified Financial Planner with over 20 years of experience in the industry. Dwight has a strong understanding of financial planning, portfolio management, and retirement planning. Dwight has been registered as a broker since 1999. He is currently registered in California, Delaware, Florida, Nevada, New York and Wisconsin, and has held positions at Cetera Investment Advisers LLC, Yamada & Nakata CPAS, and Cetera Financial Specialists LLC. In addition to being a financial advisor, Dwight is also an active member of the community. Dwight is a committee member of the California Society of CPAs, a board member of the Orange County Academic Decathlon and a member of the Finance Committee of the California State University Alumni Association.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC

location

ARTESIA, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Steven Yc Kang is a financial advisor with over 20 years of experience in the industry. Steven is registered with Cetera Investment Advisers LLC and has a Series 66, Series 7 and SIE license. Steven provides financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisers. Steven holds a CPA license and has experience in accounting, tax compliance and consulting. Steven is also a Managing Member of Kang Plaza, LLC, a real estate company, and serves on the advisory boards of the Korean American CPA Society of Southern California and California State University Los Angeles Accounting Department.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC

location

Artesia, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Yan Zhang is an investment advisor representative registered with Cetera Investment Advisers LLC. Yan is registered with FINRA and has been in the industry since 2014. Yan's current location is in Artesia, CA. Yan has passed multiple professional exams, including the Series 66, 63, 65, and 7 exams as well as the SIE exam. Yan specializes in financial planning, pension consulting, educational seminars, and portfolio management for both businesses and individuals. In addition to their current position with Cetera Investment Advisers LLC, Yan was previously employed with Cetera Investment Services LLC. Yan is committed to providing their clients with personalized financial advice to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals