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Marisa F

Series 63, Series 65

Campbell, CA

Cetera

Marisa Fugate is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Avantax Advisory Services and LPJM Partners. She is also the owner of Thielen & Associates, an accounting and tax preparation business. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to affiliated and third-party investment managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Paula T

PFS™, Series 66

Campbell, CA

Cetera

Paula Thielen is a financial advisor at Cetera with 19 years of industry experience. She holds the PFS™ designation and Series 66 license. In addition to her advisory work, she is a CPA and owner of Thielen & Associates, an accounting and tax preparation firm where she oversees tax planning and return review for individual and business clients. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individual, institutional, and retirement plan clients. The firm offers a variety of portfolio management and financial planning options, including access to third-party money managers and model portfolios, supported by a multi-manager platform and diverse program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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