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Mike S

CFP®, Series 63

Irvine, CA

Cetera

Mike Samantha is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Cetera. He has been affiliated with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of his advisory role, he owns US Advisors LLC, a pension and tax consulting business, and is also involved in selling fixed insurance products including life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and a network of more than 10,000 advisors nationwide.

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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