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Robert N

Series 63, Series 65

Irvine, CA

Cetera

Robert Nevarez is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Cambridge Investment Research, Dempsey Lord Smith, and National Asset Management. Outside of his advisory work, he is involved in consulting and coaching through a separate business activity. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program 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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Gal H

Series 66

Irvine, CA

Cetera

Gal Horev is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including HN Financial Group and Dempsey Lord Smith, LLC. Outside of his advisory role, Horev is involved in operating multiple business entities in financial services, consulting, and retreat management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform providing access to model portfolios, third-party managers, and customized strategies through various 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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