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Jacob B

Series 66

Sacramento, CA

Cetera

Jacob Basford is a financial advisor at Cetera with five years of industry experience and holds the Series 66 designation. His prior roles include positions at GuideSpring Wealth Strategies and First Allied Securities, Inc. Additionally, he is licensed as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with various portfolio management and financial planning services.

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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Glenn M

Series 66

Sacramento, CA

Cetera

Glenn Malkasian is a financial advisor at Cetera with six years of industry experience and holds a Series 66 designation. He has been associated with Cetera and its related entities since 2019 and also operates Malkasian Wealth Management. Outside of advisory services, he is a CPA at Malkasian Accountancy LLP, providing tax preparation and accounting services. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

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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Michael N

Series 63, Series 65

Sacramento, CA

Cetera

Michael Nakahira is a financial advisor at Cetera with 40 years of industry experience. He has held positions at Cetera Advisors LLC since 2022 and previously worked at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Additionally, he is the owner and president of a real estate business, HONY Properties LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a variety of portfolio management and financial planning services through a nationwide network of independent 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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Theresa G

Series 63

Sacramento, CA

Cetera

Theresa Goldsmith is a financial advisor with Cetera, holding a Series 63 designation and 38 years of industry experience. She has worked at Cetera and its affiliated entities since 2012, including First Allied Advisory Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options and serves over 800,000 clients with more than $256 billion in assets under management.

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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Noah B

Series 66

Sacramento, CA

Cetera

Noah Boctor is a financial advisor at Cetera with Series 66 credentials and less than one year of industry experience. His prior work includes roles at Norcal Flight Center and In-N-Out, alongside entrepreneurial activity with HNL Boctor Holdings. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management and financial planning services through a large nationwide network of independent 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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Gary M

PFS™, Series 66

Sacramento, CA

Cetera

Gary Malkasian is a financial advisor at Cetera with 19 years of industry experience. He holds the PFS™ and Series 66 designations. In addition to his advisory role, he owns a CPA firm, Malkasian Accountancy, LLP, and serves as treasurer for Gypsy Magic Equine Outreach, a charitable organization. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors to individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to various program structures and third-party 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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