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Brandon A

Series 66

Irvine, CA

Cetera

Brandon An is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. He has been with Cetera and its affiliated entities since 2017 and has worked concurrently at East West Bank since 2015. Outside of advising, he is involved in bank tasks and customer service. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures, leveraging both 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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Yan Z

Series 66, Series 65, Series 63

Irvine, CA

Cetera

Yan Zhang is a financial advisor at Cetera with 10 years of industry experience. Zhang holds Series 66, Series 65, and Series 63 licenses and has worked at Cetera since 2017, with prior experience at East West Bank, including its China division. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a variety of investment management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account 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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