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Do Your Friends Or Family Need Financial Guidance? We’re Here To Help

Do Your Friends Or Family Need Financial Guidance? We’re Here To Help

December 14, 2020
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The events of this year have been unexpected (that’s putting it lightly). After months of our lives being turned upside down by COVID-19, change and uncertainty have become the norm. More lockdown restrictions are being implemented nationwide, numbers of cases, hospitalizations, and deaths are climbing, and many children are still not attending school in person. To say this is a stressful and confusing time doesn’t do it justice!

Even though life is going to look different for a while, we don’t want you to panic or lose sleep at night. One thing that won’t change is how our team at CTA Wealth Advisors is committed to you, your life, and your finances. Whether you have questions, concerns, or need help processing the market roller coaster we’re on, you can always count on us. 

Do your friends and family have this kind of support system?

Help For The Road Ahead

For much of 2020, most of us have spent more time at home with our families than we have in a long time! Separation from our routines, friends, and extended family has reminded us of the importance of our friendships and other relationships and taught us how to be there for each other in creative ways. We know that you are not just concerned about yourself but also your loved ones. 

There is a lot of fear in our world right now, and fear can make people do unwise things with their money. Our goal is to see you and those you care about weather this storm with confidence and come out the other side ready to move forward and work toward your goals. 

If you have friends or family members who are in need of financial guidance during this stressful time, we’d love to be there for them like we are for you, analyzing and evaluating their financial picture and sharing strategies to help them stay on track to reach their goals despite market turmoil and economic uncertainty.

We Are Here For Your Friends And Family…Virtually

We at CTA Wealth Advisors want to let you know that we are still working and operating our business…just not in the same way as before. Just because you are quarantined, sheltering-in-place, or adhering to social distancing guidelines doesn’t mean you are alone. 

If you or your loved ones have any financial questions or concerns and need a shoulder to lean on, we are available. Please feel free to call us anytime at (818) 841-1746 or email info@ctawealthadvisors.com to schedule a consultation.

About Cameron

Cameron Thornton is founder, president, and CEO at CTA Wealth Advisors, a fee-only Registered Investment Advisory firm in Burbank, California. Cameron has been a financial advisor for 38 years after a career in the United States Navy and as a manager with the Lockheed California Company. Cameron graduated from the University of Southern California with a bachelor’s degree in psychology and earned an MBA from the University of La Verne. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. He wrote the novel What Matters with Rod Zeeb as a result of his passion for helping people secure multi-generational wealth and unity for their families. Outside of work, Cam gives of his time, talent, and treasure to Mater Dolorosa Passionist Retreat Center, where he is Chairman of their Development Task Force. Cam and his wife, Jane, are currently parishioners at St. Bede the Venerable Church in La Canada.  They have a life-long history of serving in numerous areas of parish ministry since their marriage in 1978. In his free time, Cam enjoys reading, traveling, and improving his golf game with Jane. They live in Glendale, California, and have three adult children, who also reside in Southern California. In 2019, Cam and Jane were blessed to become grandparents when two beautiful grandsons were welcomed into the Thornton family! Learn more about Cameron by connecting with him on LinkedIn.

About Trevor

Trevor Cole is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, licensed life and disability insurance agent, and the Director of Compliance at CTA Wealth Advisors, Inc. a fee-only Registered Investment Advisory firm in Burbank, California. Trevor has 24 years of experience in the financial services industry and is an integral part of the CTA Wealth Advisors, Inc. team. He is passionate about helping clients create a secure plan for their future and helping them find the freedom to spend their time on what’s most important to them. Trevor has a degree in finance from California State University, Northridge, and worked in the insurance industry at both State Farm and The Prudential before joining the CTA Wealth Advisors, Inc. team. Learn more about Trevor by connecting with him on LinkedIn.

Disclosures:

  1. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
  2. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.