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.
