We provide a Personal Chief Financial Officer (P – CFO service). This means we act as the Personal CFO for a select group of successful individuals and families — with the primary purpose of helping them preserve their wealth and pursue their financial goals.
We also follow this five-step process for each client:
Our complimentary eBook outlines how you can protect your hard-earned assets.
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Advisory Services offered through Silberman Wealth Strategies, Inc., Mitch Silberman (CA Insurance License #0B24856) Registered Principal of and securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC - CA Insurance License #0644976), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
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.