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David R. Bretz, CFP®

Cetera Advisor Networks

1450 Frazee Rd
Ste 408
San Diego, CA 92108
Phone: (619) 282-7688
Fax: (619) 281-3549

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Household Income Minimum: $0
Investable Asset Minimum: $400,000

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

 

How Planner Charges

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