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Araceli Cano

IAI
Investment Advisor

Contact Information:

23201 Lake Center Dr, Suite 100
Lake Forest, CA 92630
United States
T: 562-879-7994
F: 562-925-9077

Years in Business:

 

4

Clients I'm Seeking:

 

Business owners, Doctors in medical groups, Dentists, Lawyers, Engineers and especially CPA's with this clientele.

About My Business:

 

I am head of new account development for corporate 401(k) accounts and have a team of experienced and knowledgable Advisors for complex non-qualified plans. I also help families and business owners through financial education make decisions after a no-obligation free financial analysis. I help recent retirees and people in transition move their old 401(k) money into IRAs to help their money grow for retirement. I also sell various forms of insurance to transfer risk, cash accumulation or estate planning.

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