CTA - Key Persons
Job Titles:
- Associate With Cetera Advisor Networks LLC
- Staff Paraplanner
Tamara Klippenstein & James Reeley are non-registered associates with Cetera Advisor Networks LLC and do not offer securities or advisory services.
Job Titles:
- Associate
- Associate With Cetera Advisor Networks LLC
- Staff Paraplanner
Tamara Klippenstein has been an associate of CTA since 1997. As our Staff Paraplanner, Tammy is responsible for the preparation of Investment Policy Statements and Asset Allocation strategies. She also helps with tax preparation services, and performs stock research and data gathering duties. Before joining CTA, Tammy worked for over 10 years in the healthcare industry, serving as the Director of Reimbursements for a medical services corporation. Tammy lives with her husband, Wayne, and their two active children in Stevenson Ranch.
Tamara Klippenstein is a non-registered associate with Cetera Advisor Networks LLC and does not offer securities or advisory services.
Job Titles:
- Investment Adviser
- CERTIFIED FINANCIAL PLANNER
Trevor M. Cole, a CERTIFIED FINANCIAL PLANNER™ professional and a licensed life and disability insurance agent, is an Investment Adviser Representative and Registered Principal with Cetera Advisor Networks.
Trevor is an Investment Adviser Representative of CTA Wealth Advisors, Inc., offering financial planning. He is also the Director of Compliance for CTA Wealth Advisors, Inc. CTA Wealth Advisors, Inc. is a Registered Investment Advisory firm which was established in 1982.
Trevor entered the financial services industry in 1996. Prior to joining Cameron Thornton Associates in 1996, Trevor worked in the insurance industry with both State Farm and The Prudential.
Trevor was educated at California State University, Northridge, receiving a degree in Finance from the College of Business and Economics.