Advanced Planning Solutions, Inc. 225 Avenue I, Redondo Beach, CA 90277

Advanced Planning Solutions, Inc. is a finance institution located at 225 Avenue I in Redondo Beach, California. We specialize in the power of planning and smart investment management for our clients. Our team follows the 7 Steps: Financial Planning Process outlined by the Certified Financial Planners® (CFP®) Board, adhering to their Code of Ethics and Standards of Conduct.

With extensive experience in investing in the stock market, we utilize time-tested philosophies centered around asset allocation and behavioral finance. Securities and advisory services are offered through Cetera Advisor Networks LLC, a broker/dealer and registered investment adviser. Please note that Cetera is under separate ownership from any other named entity.

It's important to understand that asset allocation, driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns. All investments involve risk, including the potential loss of principal. There is no guarantee that any investment strategy will be successful. While a diversified portfolio does not assure a profit or protect against loss in a declining market.

Individuals affiliated with Cetera firms may be Registered Representatives who offer brokerage services with transaction-based compensation, Investment Adviser Representatives who provide investment advisory services with fees based on assets, or both. It's recommended to check the background of investment professionals through FINRA's BrokerCheck.

At Advanced Planning Solutions, Inc., we are dedicated to helping our clients achieve their financial goals through strategic planning and investment management.