Financial and tax planning services for family-owned businesses in Southern California.
We don’t draw hard lines between your business and your personal life.
Because they’re branches of the same tree, we offer a fully integrated suite of financial services – delivered through a single trusted relationship – so every piece of your financial life is working toward the same goals. When you work with us, you don’t just get help with your taxes or your investments. You get a partner that sees the full landscape: your business, your life, and your legacy.
Because business impacts your life – and vice versa.
Financial Planning & Investment Management
Personalized financial plans and investment strategies that align with your values, support your lifestyle, and evolve with your business.
Tax Planning & Preparation
Helping to reduce tax burdens year-round with proactive strategies that support both business growth and personal goals.
Business Transitions & Succession Guidance
From exits to generational handoffs, we guide business owners through pivotal transitions with clarity, care, and a plan that protects the legacy.
Finance & Business Management Support
Bringing structure and insight to your numbers so you can make confident, day-to-day decisions rooted in real-time financial clarity.
Retirement Strategies
Retirement plans that work for both the owner and the team—helping to support tax efficiency, future income, and succession goals.
Insurance Planning
We identify coverage gaps and ensure your income, business, and family are protected from life’s unexpected storms.
Entity Structure & Formation Advice
Guiding you through choosing and maintaining the right entity type and collaborate with your legal advisor to help ensure tax advantages, liability protection, and more.
Life Transition and Legacy Planning
We support families through life’s biggest changes—ensuring your business, estate, and personal plans remain aligned through every season.
Branching out beyond financial and tax planning – our services work together to grow with you.
Each of these services is valuable on its own but where they become powerful is in how they connect. Whether you’re building, transitioning, or planning ahead, you don’t have to manage all the pieces in silos. We bring them together so your business supports your life, your legacy is protected, and your decisions stay grounded in a plan that grows with you, your business, and your family.
Address
5950 Canoga Avenue, Suite 601, Woodland Hills, CA 91367
Phone
818.883.4800
Fax
818.883.9222
Securities offered through Registered Representatives of Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
Investments are NOT FDIC/NCUA INSURED, NOT A DEPOSIT, NOT INSURED BY ANY GOVERNMENT AGENCY, NOT BANK/CREDIT UNION GUARANTEED, MAY LOSE VALUE.
This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC 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 Financial Specialists LLC site at www.ceterafinancialspecialists.com.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.