David R. Bretz,  CFP<sup>&reg;</sup> - Financial Advisor

David R. Bretz, CFP®

Cetera Advisor Networks LLC

3131 Camino Del Rio N., Suite 380
San Diego, CA 92108
FINANCIAL ADVISOR'S WEBSITE
(619) 878-1577 CONNECT WITH David
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General

David Bretz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cetera Advisor Networks LLC in San Diego, CA and the surrounding communities.

Financial Advisor Overview

DAVID R. BRETZ, CFP®, MBA, is a financial planner with Cetera Advisor Networks LLC, one of the nation`s largest independent financial services firms. In his practice, Dave specializes in retirement planning and investment management. In addition, Dave is a member of Kingdom Advisors for clients looking for counsel from a biblical perspective.

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Financial Advisor Experience

Dave earned a degree in Accounting from Miami University and an MBA in Finance from DePaul University. Dave has spent the last 15 years of his career dedicated to educating clients about their money and helping them to understand the critical financial decisions that they make.  He is a member of the Financial Planning Association.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Qualified Kingdom Advisor™

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Advisory service and securities are offered through Cetera Advisor Networks, LLC (doing insurance in CA as CFGAN Insurance Agency), Member FINRA/SIPC. CA Insurance License #0D40983

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Long-term Care

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Helpful Financial Planning Resources