Riverside, CA Office

Spencer Macdougall is a CFP® certificant with 18 years of experience in the financial services industry. He is currently affiliated with Cetera and has held roles at H & R Block and Avantax, among others. Outside of his advisory work, he is involved in tax preparation and bookkeeping through Leivas & Associates and H & R Block. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, as well as institutional accounts. The firm offers a multi-manager platform with access to affiliated and unaffiliated portfolio managers, employing a variety of program structures and strategies.

Susan Leivas Sturner is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 24 years of industry experience. She has been affiliated with various firms including Avantax and H&R Block, and is the owner of Leivas Wealth Management. Additionally, she works as a tax preparer and manages client relationships in a separate corporate officer role. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, retirement plans, 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.