Office information605 E Huntington Dr.
Monrovia, CA 91016
|Monday||9:00 am - 5:00 pm|
|Tuesday||9:00 am - 5:00 pm|
|Wednesday||9:00 am - 5:00 pm|
|Thursday||9:00 am - 5:00 pm|
|Friday||9:00 am - 5:00 pm|
Kristin JohnsonBranch Manager
Stu JohnsonBranch Manager
The Monrovia, California branch of Cetera® Investors is managed by Jim Senatore. Jim brings over 30 years of experience in the financial services field. As a respected manager in the industry, Jim’s sentiment on building relationships is based on Dale Carnegie’s quote, “You can make more friends in two months by becoming interested in other people than you can in two years by trying to get other people interested in you.” At Cetera Investors, we believe that our clients deserve more than a financial solutions provider—they deserve a partner who will help them prosper and improve their community. Schedule an appointment today to discover the Cetera Investors difference.
Services offered at this branch:
Ongoing education and training:
Our team stays up to date on the latest industry information and trends through on-demand training and live workshops and events—all designed to help us serve your needs better.
Your financial professional is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate planning, insurance options, and more.
Support for retirement plans:
Cetera's experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.
Technology that keeps you in sync:
Our proprietary platform, AdviceWorks™, ensures you're always connected with your professional—view your account information at any time, from any device and keep track of reports, statements, and other important financial information.
Our in-house research team, Cetera Investment Management, supports your financial manager with a wealth of independent, objective research and advice designed to make sense out of the complex, often-changing economic landscape.
About Cetera® Financial ManagementCetera Investment Management LLC is an SEC registered investment adviser owned by Cetera Financial Group®. Cetera Investment Management provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.
Financial Manager in Monrovia, CA
Located at the foothills of the San Gabriel Mountains, Monrovia is a beautiful and welcoming place to live. Only 20 miles from the City of Angels, Monrovia has a small-town charm and suburban feel that’s a perfect distance from that LA traffic but still close enough if you want to check out the Hollywood Walk of Fame. However, this central SoCal location comes with a fairly hefty standard of living, with the typical home value averaging over $600,000, and the median household income slightly above $71,000. This means you need to manage your money efficiently so you can enjoy all that Los Angeles County has to offer.
At Cetera® Investors, our managers can work with you to help you create a personalized budget that matches your lifestyle. We use a unique Advice-Centric Experience® framework that offers a more client-focused managing experience. At Cetera Investors, we prioritize your needs before anything else, which is why our financial managers in Monrovia will sit down with you and walk you through every step of the way. With a customized plan that suits your goals, you can be confident that your money is always put to work.
Cetera Investors Frequently Asked Questions
Cetera Investors in Monrovia is a team of financial professionals who are flexible, knowledgeable, and trustworthy. California can be an expensive place to live, especially in Los Angeles County where housing prices continue to soar. That makes budgeting a challenging task. Our team of financial managers is ready to help you budget better, with advice to help you pay your bills, grow your savings account, and even have some extra money left over to treat yourself.
At Cetera Investors, our wealth managers can help you develop savings plans for:
- Your children’s college fund
- Purchasing a new home or vehicle
To help make these savings goals achievable, our financial managers in Monrovia use a suite of proprietary software and advanced technological platforms to analyze market fluctuations, forecast trends, and project growth. Some of the in-house platforms we've developed include:
- AdviceWorks™: This proprietary platform ensures you're always connected with your manager—view your account information at any time from any device and keep track of reports, statements, and the info you need to keep an eye on your finances.
- Independent research: Our in-house research team, Cetera® Investment Management, supports your financial manager with a wealth of independent research and advice designed to make sense out of the complex economic landscape. They offer insights that promote your financial well-being.
- Experienced specialists: Your financial manager is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate preparation, insurance options, and more.*
- Support for retirement plans: Cetera's experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.
- Ongoing education and training: Our team of professionals stays on the cutting edge of industry information and trends through on-demand training, live workshops, and educational events—all designed to help our managers meet your needs.
When it comes to finding a manager who will manage your money, you want someone you can trust who will put your money to work. At Cetera Investors, we make it easy to connect our clients with results-focused, engaged financial managers who create individualized savings plans for each of their clients. Whether you're just beginning to save for retirement or are looking to make new investments in the stock market, our team of financial professionals in Monrovia are ready to get to work.
At Cetera Investors, we value client service and our local community. While we have that small-town feel Monrovians have grown to love, our wealth managers are backed by Cetera Investors' nationwide network of financial professionals, so you can harness the power of a large organization while still enjoying the perks of a local manager.
Cetera Investors' financial managers in Monrovia work by using our proprietary software and technological platforms—combined with their knowledge and experience—to help you improve your financial portfolio. For example, if you're looking to get your feet wet in investing, our team of investors can guide you through the security exchange process. Or, if you're looking to create a savings account for retirement, our team of financial managers can help with that, too.
Our local financial professionals are dedicated to tailoring their approach to best suit your personalized needs. This is what makes Cetera Investors stand out among the rest. Rather than offering a one-size-fits-all model, our team will treat you like our own friends and neighbors.
How Do I Get Started with Cetera Investors?Looking for a financial manager in the Monrovia area? If so, you’re in the right place. Getting started with Cetera Investors is as easy as picking up a phone and dialing 626.408.1333. Once you’re connected with one of our wealth managers, you’ll be able to schedule an appointment to get started on a new financial future.
We’re conveniently located in the heart of Monrovia, right off the 210 at 605 East Huntington Drive. When you show up to our doors, you’ll be greeted by our friendly staff ready to manage your assets and build your financial portfolio.
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investors nor any of its representatives may give legal or tax advice.