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Education, Options, Advice & Service

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We offer a variety of specialized services designed to meet your specific goals and needs.


Calculators & Links

Our resources section is full of useful links and financial calculators to help you with your financial needs.


Learning Pieces!

Check out the list of learning pieces we have!



Things to consider when deciding if now is the right time for retirement.

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFAN Insuarnce Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

121 Sudbury Court, Suite 101, Milpitas, California 95035 United States

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at  

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