We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Shahzad Ali, CDFA®, CEPA®, CWS®
Founder & Senior Financial Planner
Todd Cline, AIF®, CWS®
Senior Business Consultant, Cetera Financial Group
Stanley Smiley, Esq.
Senior Vice President, Advanced Planning Group
Zarina Sullivan
Senior Advanced Planning Consultant, Advanced Planning Group
Robert Pothier, Esq.
Attorney, Advanced Planning Group
Strategic Advisers
J. Paul Escudero, CFP®, CWS®
Chief Financial Officer, Orange Capital Management
Gaston G. Escudero, CFP®, CWS®
President & CEO, Orange Capital Management
Frisco J. Escudero, RFC®, CWS®
Senior Vice President, Orange Capital Management
Guy McLean
ATS Program Manager, Orange Capital Management
Tim Zadzora, AIF®, CWS®
President, Link Wealth Management