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FINANCIAL ADVISOR

Seth Walston

CA License No. 4250449

Seth brings extensive expertise as a financial planner, specializing in comprehensive strategies tailored for both business owners and individuals. With a keen understanding of the unique financial challenges faced by clients, Seth focuses on crafting personalized solutions aimed at maximizing wealth preservation and growth.

As a trusted advisor, Seth works closely with clients on critical aspects of their financial landscape, including buy-sell agreements and exit/succession planning. By delving deep into the intricacies of each situation, Seth helps navigate complex decisions with confidence, ensuring smooth transitions and sustainable legacies.

In addition to his expertise in business planning, Seth is passionate about empowering individuals to achieve their financial goals. Whether it’s retirement planning, investment management, or estate planning, Seth provides strategic guidance that aligns with his clients’ long-term aspirations.

With a commitment to integrity and a client-centric approach, Seth goes above and beyond to deliver comprehensive financial solutions that instill peace of mind and pave the way for enduring financial success.

Seth holds the Series 7 and Series 66 securities registrations, life and health insurance License, as well as variable life and annuity license. He is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC, member FINRA/SIPC. Seth enjoys traveling, watching Angels baseball, going to the beach, and spending time with his wife, Krista and their baby Lyla. He and his family reside in Yorba Linda.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.
Tax & Financial Group is independent of Cetera

FINANCIAL ADVISOR

Seth Walston

CA License No. 4250449

Seth brings extensive expertise as a financial planner, specializing in comprehensive strategies tailored for both business owners and individuals. With a keen understanding of the unique financial challenges faced by clients, Seth focuses on crafting personalized solutions aimed at maximizing wealth preservation and growth.

As a trusted advisor, Seth works closely with clients on critical aspects of their financial landscape, including buy-sell agreements and exit/succession planning. By delving deep into the intricacies of each situation, Seth helps navigate complex decisions with confidence, ensuring smooth transitions and sustainable legacies.

In addition to his expertise in business planning, Seth is passionate about empowering individuals to achieve their financial goals. Whether it’s retirement planning, investment management, or estate planning, Seth provides strategic guidance that aligns with his clients’ long-term aspirations.

With a commitment to integrity and a client-centric approach, Seth goes above and beyond to deliver comprehensive financial solutions that instill peace of mind and pave the way for enduring financial success.

Seth holds the Series 7 and Series 66 securities registrations, life and health insurance License, as well as variable life and annuity license. He is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC, member FINRA/SIPC. Seth enjoys traveling, watching Angels baseball, going to the beach, and spending time with his wife, Krista and their baby Lyla. He and his family reside in Yorba Linda.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.
Tax & Financial Group is independent of Cetera

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Our advisor’s commitment to developing your financial
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Make a Life

With Us.

Our advisor’s commitment to developing
your financial strategy is at the forefront of everything we do.

Contact Us

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks 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 representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.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. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks 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 representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.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. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity