Broker Check

David R. Bretz, CFP®
3131 Camino Del Rio N., Suite 380
San Diego, CA 92108

(619) 878-1577

Advanced Planning Group

The Advanced Planning Group, available through Cetera Financial Group, is an invaluable resource consisting of attorneys and CPAs offering a consultative approach and a wealth of information for our clients.

When a clients have complex financial situations, we use the resources of Cetera’s Advanced Planning Group for additional expertise on:

  • Wealth transfer and estate planning
  • Retirement and distribution planning
  • Business and succession planning
  • Stock options
  • Life insurance planning