Money Talk With Yesi & Tori

18: Our Process To Help You Improve Your Business

Yesi & Tori Season 1 Episode 18

What is it like to work with a financial advisor to make your business better??

In this episode, we break down the specific process we use with our small business owner clients to help you 1) get a grip on your cash flow, 2) increase your take home income, and 3) increase your tax deductions, all while saving for your future.

You deserve to have a partner in your journey that will support you in all the areas above to help you build generational wealth.

Join our community by subscribing to our NewslettHER here!

Visit our website to schedule a meeting with us to talk about your biggest goals, game plan for how to lower your tax liability, and keep more of your after tax money.

We are Victoria Sierra and Yesica Lemus, financial advisors with Cetera Investors located at 155 N. Lake Ave, Suite 430, Pasadena, CA 91101.


The views depicted in this material are for information purposes only and are not necessarily those of Cetera Investors. They should not be considered specific advice or recommendations for any individual. Neither Cetera Investors nor any of its representatives may give legal or tax advice.


Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. (CA Insurance License#: 0L17443 0I34349



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