Our Approach: Bringing Premier Partners Together to Better Serve You

Our business model is designed for clients to be at the center of our investment strategies and business decisions. Just as we stand behind clients to help them pursue their financial dreams, we have teams that stand behind us to support our business. These firms strengthen our relationships with our clients by providing the resources we need to better serve them. It's important for clients to know who these partners are and why we chose them.

Our Broker-Dealer: Cetera Advisor Networks

Cetera Advisor Networks LLC is a full-service, independent investment advisor/broker-dealer that utilizes a unique regional director model to support financial advisors. For more than 30 years, Cetera Advisor Networks has been building and supporting regional teams through local service, regional offices, and a national home office, facilitating the success of its nearly 2,000 financial professionals. Like all broker-dealers, they undergo regular auditing and are required to meet specific net capital requirements.

Our Custodians: Pershing and Cetera Investment Services

A broker-dealer helps supervise and facilitate the trading that converts your cash equivalents into invested assets, and a custodian holds those assets. Cetera Advisor Networks works with two custodians: Cetera Investment Services LLC custodies individual retirement accounts (IRAs) and Pershing LLC custodies brokerage accounts, including brokerage accounts within IRAs. Pershing is a subsidiary of the Bank of New York Mellon Corporation, which is the nation's oldest continuously operating bank, and one of the world's leading providers of securities services. Cetera Investment Services is an affiliate of Cetera Advisor Networks and provides IRA custodial services. Both Pershing and Cetera Investment Services have to meet certain net capital requirements and are subject to regular audits, internally and by independent firms, to ensure the appropriate handling, segregation, and protection of investors' assets.

Our Financial Advisor: Stanley R. Anderson, CFP®
 

Stan is a Registered Representative and Investment Advisor Representative with Cetera Advisor Networks LLC, Member FINRA/SIPC. He is part of a group of seasoned financial advisers based out of Pasadena, California. Stan interacts with tax, legal, mortgage, and real estate professionals to stay abreast of new developments. With a broad range of options, his advice and recommendations always consider his clients' needs first. He holds a Bachelor's of Science in Finance from California State Polytechnic University, Pomona. He earned the professional designation of CERTIFIED FINANCIAL PLANNER (CFP®) in 1985. He is a member of the Financial Services Institute based in Washington, D.C.

Online Appointment Scheduling

Please select a date and time to schedule an appointment with Stan. You will receive a confirmation email with an option to change or cancel your appointment.