Felicia Gonzalez, Financial Advisor located in Seal Beach, CA

Financial Advisor
Felicia Y Gonzalez

CEPA®, AAMS®
101 Main Street, Suite D, Seal Beach, CA 90740opens in a new window
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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Divorce Finances
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Camping
  • Golfing
  • Spending Time with Family
  • Volunteering
  • Traveling

Team Members

  • Ann Allen
    Sr. Branch Office Administrator
  • Doreen Nelson
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(562) 725-2824

Fax

(877) 222-6345

Office Address

101 Main Street
Suite D
Seal Beach, CA 90740opens in a new window

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