We believe that we can serve as advocates in our community based on an aligned vision and a willingness to serve each and every one of our clients. Our team is also proud to serve and support our community in more ways than one. We answer the call when our friends are in need, we support East County little league, The First Tee, various schools, and local fundraising efforts as well.
While our firm proudly serves individuals across the country, we predominantly assist clients located near the West Coast. While we aren’t experts in tax law for every region or state, we will find the answer to your questions pertaining to the state where you live. Employers or individuals alike, we understand that everyone could use a hand every now and then, and we are happy to help – even if that just means taking a phone call and pointing them in the right direction.
Kevin Wilson
Lead Advisor
As a Financial Advisor at Cetera Wealth Partners, I specialize in retirement planning, investment management, and life insurance needs for clients from all walks of life. I am motivated by helping my clients successfully manage their...
Ashley Baughman
Administrative Assistant
I am proud to serve as an Administrative Assistant at Cetera Wealth Partners. As a part of the team, I specialize in office management, client liaisons, and back-office operations, including new account applications and existing...
We Are Focused Solely On You
Our team members strive to be someone that you know you can trust. We want to be people that you can go to for anything you need. We work hard each day to develop strong, attentive, lifelong relationships with our clients so that they understand they are in the best hands when it comes to their finances. Our knowledgeable professionals can address your concerns and offer you a variety of attainable steps that progress toward your financial growth. We want to be there for you day or night, rain or shine, to teach you ways that you can set yourself up for financial success by establishing foundations of financial literacy.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses solely on your needs, wants, and long-term goals. Our team of experienced professionals has years of experience in financial services, and we want to use that experience to help you address your needs for today and many years to come. Please browse the list of services we offer and determine how we can better serve you.