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Howard H

Series 63, Series 65

Irvine, CA

Cetera

Howard Hsieh is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera since 2014. His prior work includes a role at East West Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and retirement services, featuring a multi-manager platform and various program structures with discretionary and non-discretionary options.

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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Jingxi C

Series 66

Irvine, CA

Cetera

Jingxi Chen is a financial advisor at Cetera with one year of industry experience. Chen holds the Series 66 designation and has prior experience at East West Bank, Cathay Bank, HSBC Bank, and Jiangsu Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and planning services through a multi-manager platform that supports model portfolios, third-party managers, and customized strategies.

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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