Relationships Built on Information,
Education, Options, Advice & Service

 Cell: 408-646-0750, Office: 408-946-3652

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Second Opinion

  PDF version-->  Second Opinion Information                 

Second Opinions                                                   

There may be information, options, or alternatives that you have wondered about,
but just didn’t know who, what, or how to ask?  Together we can explore and discuss them.

A consultation is complimentary-cost free.
My team works to provide you the information needed to make informed decisions.
I work on the strategies you have chosen, especially those for the long term.

 You will have an additional independent perspective on vital matters that affect:

  • you                     
  • your family
  • your investments                      
  • your retirement life style.

 You may have questions on:

  • Different types of Investments (Alternatives and the Right Mix)
  • Ups and Downs in the Markets (Volatility)
  • Safety and Security
  • Performance
  • Having enough money for as Long as You Live (Retirement)
    • Options and Maximizing Social Security, CALPERS or CALSTRS
    • Budgeting Income and Expenses
  • Issues for you and your Family/Spouse/Partner
    • A Stable and Secure Life Style
    • Estate Assets, Wills and Trusts
    • What Insurance really Provides

Contact  Information:      Email:     Cell: 408-646-0750

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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