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Peter H

Series 66

Rancho Cucamonga, CA

Cetera

Peter Han is a financial advisor with Cetera holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at First Allied Advisory Services and Centaurus Financial, among others. Outside of his advisory work, Han is involved as an owner in businesses focused on saw milling and agricultural products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

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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Edward Y

Series 63, Series 65

Rancho Cucamonga, CA

Cetera

Edward Yoon is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 30 years of industry experience. His prior work includes long-term roles at First Allied Securities and Advisory Services before joining Cetera. Yoon is also active in financial education, serving as an instructor at Harvest Financial for several years. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and maintains over $256 billion in assets under management across more than 10,000 advisors.

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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