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Andrew Parrott

Andrew Parrott, CFA, CFP®

Financial Advisor and Registered Principal

925-951-7255

parrotta@ceteranetworks.com

Andrew Parrott is a highly experienced financial professional, holding both the CFA charter and CFP® certification. He is an investment advisor representative, holding Series 7, Series 24 and Series 66 securities registrations, and is...
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Equella Liggins

Equella Liggins

Administrative Assistant

925-951-7255

ligginse@ceteranetworks.com

Equella Liggins has been a key member of our team since 2017, bringing her warm personality and strong organizational skills to her role as Administrative Assistant. She is responsible for scheduling all client meetings, ensuring that...
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Cetera Network Team

By partnering with Cetera, we gain access to their expert legal and financial services, impartial investment research, and more than a century of financial planning experience. This enables us to offer you thorough and tailored financial solutions.

Cetera Advanced
Planning Team

We leverage the professional legal and financial services provided by Cetera's Advanced Planning Team, our key resource partner.

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Cetera Investment Management Team

The Cetera Investment Team offers impartial research and guidance to help us create a customized investment plan for you.

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Cetera Financial Plan Design Team

With over 100 years of experience, Cetera’s Financial Plan Design Team is an invaluable resource for financial planning. 

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Who We Work With

See how we help retirees and affluent families in the Bay Area achieve their financial aspirations.

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Our Approach

Learn about our consultative approach that delivers personalized, strategic plans tailored to your unique goals.

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Ready for a partner in your financial plan who is actively involved in every decision that affects you? Let’s get started.

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