Cathay Wealth Management
Securities and Insurance Products are offered by Cetera Investment Services LLC
Whether you are seeking ways to meet your short-term or long-term financial goals, Cathay Wealth Management offers a wide variety of investments to help you work toward building assets and generating income.
Long-Term Care Insurance
Unlike traditional mainstream investment representatives, the experienced Financial Advisors at Cathay Wealth Management are fluent in Mandarin1, Cantonese1 and English. They are committed to helping all levels of investment customers meet their financial goals by providing sound and objective financial planning.
Contact one of our Financial Advisors today to find out how our wide variety of investment options may help you pursue your financial goals.
For further information, please call our toll free hotline at 1-877-7CATHAY (1-877-722-8429). Consult your tax advisor regarding tax consequences.
1Any non-English communications are a customer service accommodation. English-language documents and agreements will be controlling.
Check the background of this investment professional on FINRA’s BrokerCheck
Cetera Investment Service registered office:
825 E. Valley Blvd., 2nd Floor, San Gabriel, CA 91776 Tel: 1-877-722-8429
Cathay Wealth Management offers a wide range of investment products and services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are:
Not FDIC/NCUSIF insured
May lose value
Not financial institution guaranteed
Not a deposit
Not insured by any federal government agency
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com