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Clete Albitz, CFA, CFP®

Clete Albitz, CFA, CFP®

Portfolio Manager / Financial Adviser

Followers of Clete Albitz, CFA, CFP®199 followers
location of Clete Albitz, CFA, CFP®Torrance, California, United States

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  • Timeline

  • About me

    Portfolio Manager / Financial Adviser

  • Education

    • UCSD

      -
      Bachelor of Arts (BA) Economics

  • Experience

    • Albitz/Miloe & Associates, Inc.

      Jan 2005 - now
      Portfolio Manager / Financial Adviser

      Registered Representative of, and Securities and Advisory Services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Some advisory services offered through Albitz/Miloe & Associates, Inc. Albitz/Miloe & Associates, Inc. and Cetera Advisor Networks LLC are separate companies. CA Insurance License #0650053

  • Licenses & Certifications