Meet the Team
David Tozer
Owner, Certified Financial Planner
David Tozer is a Certified Financial Planner, Chartered Retirement Planning Consultant, and an Investment Advisor Representative of Cetera Advisor Networks LLC.
Marsena Perez
Administrative Assistant
Marsena Vasquez has worked in the financial industry since 2006, starting with Golden One Credit Union in Roseville, California. In 2017, she joined Cetera Advisor Networks as an administrative assistant, bringing vast experience in...
About Us
We are an independent, financial firm that offers fiduciary services, guiding clients as they build the life they're dreaming of.
Our Process
Our straightforward process helps you meet your financial needs as your interests and concerns shift over time.
Contact Us
With a plan, you can build, preserve and transfer multi-generational wealth. Reach out to get started.