Broker Check

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

(619) 878-1577

Team

David R. Bretz, CFP ® MBA, is an independent financial planner with Cetera Advisor Networks LLC, member FINRA/SIPC, one of the nation’s largest independently managed financial services firms. In his practice, David...

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Laura, our Paraplanner, joined the team in 2014. She is responsible for assisting with meeting preparation, preparing financial plans, and conducting research. She has been a great addition to our team. Before joining us, Laura was on...

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Elizabeth Manuel

Client Service Associate

619-878-1577

619-828-1031

Liz joined the team in 2018 as our Client Service Associate. Liz is responsible for client correspondence, preparing account paperwork, and processing money movements. She also assists clients and team members with preparation for...

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Karena Dickerson

Operational Administrative Assistant

619-878-1577

619-828-1031

Karena joined the team in 2016 as our operational assistant. Karena is the first friendly voice you will hear when you call and will welcome you when you visit our office. She also assists clients and team members with preparation for...

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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.