Create A Savings Plan | Alex’s Step By Step Guide To Building Generational Wealth: Step 5 [Video]

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Read the accompanying blog post that provides guidance for this step. We suggest you engage a financial professional to see you through this very important step!
https://toriandalex.ceterainvestors.com/blog/step-five-create-a-savings-plan-alexs-guide-to-building-generational-we

Your Generational Wealth Building Team.
Providing financial planning, investment management, and risk management strategies to guide you in your journey toward building generational wealth.

Alex specializes in working with educators and non-profits by providing expertise in public school pension planning and 403b management.

To learn more about how we work with our clients, please visit our website! https://www.toriandalex.ceterainvestors.com/

Tori Sierra, Investment Advisor Representative
Alex Sierra, CFP®️
Investment Adviser Representatives
Cetera Investors
155 N. Lake Ave, Suite 430
Pasadena, CA 91101
Office: 626.408.1333 ext.306
Cell: 562.685.4979
Fax: 626.408.1343
Website: https://www.toriandalex.ceterainvestors.com/

Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Adviser LLC. (CA Insurance License #: 0I34349)(CA Insurance License #: 0L05650)