Broker Check

2501 E Chapman Ave
Suite 140
Fullerton, CA 92831

Retirement Distribution and Wealth Management Strategies, Inc.

(714) 879-5200

 

Retirement Distribution and Wealth Management Strategies, Inc.

Retirement Distribution and Wealth Management Strategies, Inc.

Certified Financial Planner

(714) 879-5200
jperalta@peraltaplanworks.com

Joseph Peralta is a Certified Financial Planner with Cetera Advisors LLC. Cetera Advisors LLC  is an independent nationwide broker-dealer providing access to a wide range of investment products offered by a diverse array of investment sponsors. Investment advisory services are offered through Cetera Investment Advisers LLC.

Mr. Peralta specializes in retirement plan distributions as well as wealth management for individuals and families.  We have considerable experience working with retirees on retirement income planning.

Mr. Peralta's support staff is comprised of two experienced, specialized, full-time college educated assistants. His assistants are fully securities and insurance licensed to competently handle clients' needs.


About Cetera Advisors LLC

Based in San Diego, Cetera Advisors LLC serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses.  Our exclusive business development platform has been expertly constructed to provide entrepreneurial financial advisors with one of the most comprehensive platforms for growth in the industry.  Cetera Advisors LLC is part of Cetera Financial Group ®, a leading network of independent retail broker-dealers.