Your life is constantly in motion. Your life situation may change, your goals may change, you may experience a transition or experience the effects of external forces—like a global pandemic. Your financial plan should reflect this. Financial planning is not a one-and-done deal, but a lifelong relationship that helps you take control of your future by providing ongoing, lifetime financial coaching.
At CTA Wealth Advisors, that’s what we’re here to do. As your life unfolds, we partner with you to maximize opportunities, grow through challenges, and minimize risk, all so you can pursue what matters most in your life.
The Core Of CTA
The center of everything we do is you. As a fee-only financial planning firm that has been serving our clients for almost 40 years, our mission is to help you develop, implement, and monitor a strategy that’s designed to address your individual situation and is founded on your values. That means we focus on you first, then the numbers. We get to know and understand your needs, wants, and ideal future so we can help solve problems and provide answers. Our very purpose is to help you connect where you are today with where you want to be tomorrow, always working toward the successful accomplishment of your lifetime goals.
How We Work
We have spent decades helping our clients with financial challenges such as managing debt, saving for retirement, and protecting their wealth through our unique wealth growth and preservation solution, The Wealth Development System™. Our process is a customized and wide-ranging wealth growth and preservation process that enables CTA to assist its clients in trying to pursue their lifetime goals by eliminating the guesswork from financial planning. The Wealth Development System™ preaches discipline, diversification, patience and adherence to long-term investment principles.
Who We Serve
At CTA Wealth Advisors, we strive to excel in what we do because your finances are too important to gamble with. That’s why we tailor our services and knowledge to the unique circumstances of each individual. Whether they are retired, professionals, executives, or entrepreneurs, our clients desire to have a better future than their past. And while they are all unique, our clients share some similar characteristics. Namely, they want to learn and grow, are coachable and curious, and look beyond themselves to serve and invest in those around them. They know they don’t have the time or experience to manage their finances with excellence, so they look to us for counsel and support.
What it comes down to is this: our clients aren’t just clients; they are part of our family and appreciate the long-term relationship we offer. We see our role as helping you keep the promises you’ve made to yourself, giving you the information, guidance, and financial knowledge so you can feel confident.
We Are Here For You
We would love to answer your questions and address your concerns about your money, your goals, asset allocation, risk, what the markets are doing, or anything that’s causing you financial worry.
Please feel free to call us anytime at (818) 841-1746 or email firstname.lastname@example.org to schedule a consultation.
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.
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.
- A diversified portfolio does not assure a profit or protect against loss in a declining market.
- 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.
- All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
- Asset allocation, which is driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns. Asset allocation should not be confused with the much simpler concept of diversification.