Yuma, AZ Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,217 advisors across 5,123 offices

Location

Yuma AZ

Advisors at this office

2

Advisors at this office

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Andrea B

CFP®, Series 66

Yuma, AZ

Cetera

Andrea Bereznak is a CFP® certificant with 10 years of experience in financial advisory. She is currently with Cetera and has previously worked at firms including Voya Financial Advisors and Ameriprise Financial Services. Outside of her advisory role, she is a yoga instructor offering community classes in yoga, meditation, and sound baths. Cetera Investment Advisers LLC operates a multi-manager platform serving individual and institutional clients with services including portfolio management, financial planning, and retirement plan consulting. The firm’s scale encompasses over 10,000 advisors and 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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Melissa M

Series 63, Series 65

Yuma, AZ

Cetera

Melissa Mayer is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been associated with multiple Cetera entities since 2002 and worked at First Allied Securities from 2002 to 2022. Outside of her advisory role, she is involved in direct marketing sales of cosmetics through an online platform called YOUNIQUE PRODUCTS. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a range of program structures and affiliated and third-party investment 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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