Find the Certified Financial Planner™
Who's right for you.

Dwight T. Nakata, CFP®, CPA

Cetera Financial Specialists LLC

1 Centerpointe Drive
Suite 440
La Palma, CA 90623
Phone: (714) 329-5022
Fax: (714) 522-8825

Household Income Minimum: $0
Investable Asset Minimum: $10,000

Specialties
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Personal Taxes

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.