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Smart Wealth Advice

Our process is centered on you and your diverse set of priorities.

Tailored Financial Advice by a CPA Financial Planner

Our efforts are focused on you & your individual needs

Where do you want to go? We'll get there, together. 

Our process is centered on you.  We will first do a financial health assessment, identifying your potential opportunities and financial health.  Then we will create a game plan that builds on your strengths and addresses your main areas of concern.  We can identify and explore with you a range of options to establish a working relationship that fits your needs.

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We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We are here to help you navigagte key decisions.  Whether you are changing careers, purchasing real estate, planning for retirement, mitigating taxes or helping family members; we are ready to help you on your journey.

Your Process

We create strategies that are tailored to your goals.

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Our History

We're prepared to guide you through life's transitions. 

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Shared Values

We operate our business with ethics and integrity.

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Resources

Let's talk about your investment strategies.

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We can improve your financial health with a game plan that addresses your areas of concern.  dwight.nakata@ceterafs.com

We can improve your financial health with a game plan that addresses your areas of concern.  dwight.nakata@ceterafs.com

Our priority is ongoing advice and coaching.  We are here for you and want to help you navigate key financial decisions and life transistions.

Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

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Client Centered