CTA Wealth Advisors, Inc. Employee Directory

Q: What is CTA Wealth Advisors, Inc. known for?

CTA Wealth Advisors, Inc. was founded in 1982. CTA Wealth Advisors, Inc. operates in the Financial Services industry.

Q: How many employees does CTA Wealth Advisors, Inc. have currently?

CTA Wealth Advisors, Inc. has approximately 3 employees.

Financial ServicesCalifornia, United States2-10 Employees

We are CTA Wealth Advisors, Inc., a team of financial planning professionals dedicated to and empowered by the strength of those we serve.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

At CTA Wealth Advisors, Inc. we help our clients acquire, manage and preserve their wealth by employing the tenets of our unique wealth growth and preservation solution, The Wealth Development System™.

Through active participation in The Wealth Development System™, we provide our clients with an all-inclusive financial coaching process structured to respond to the various phases of one’s life.

By following a values-based planning process, we have helped clients construct a comprehensive yet flexible strategy that directs them towards the accomplishment of their defined lifetime goals.

At CTA Wealth Advisors, Inc. we help solve problems and provide answers. Our very purpose is to help you work towards the successful accomplishment of your lifetime goals. That, in two sentences, is what we do.

Registered Representative securities and advisory services through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Some advisory services offered through CTA Wealth Advisors, Inc.

CTA Wealth Advisors, Inc. and Cetera Wealth Services, LLC are non-affiliated companies. California insurance license # 0650910.

CTA Wealth Advisors, Inc.
290 E. Verdugo Avenue, Suite 205
Burbank, CA 91502

Find CTA Wealth Advisors, Inc. employees' phone numbers or email addresses

CTA Wealth Advisors, Inc. Global Highlights

North America
8

United States Of America
8

CTA Wealth Advisors, Inc.'s Leadership

S. T.
Owner Chief Executive Officer
Mobile Phone
Email
C. T.
Sales Administrator
Mobile Phone
Email
T. K.
Associate
Mobile Phone
Email
T. C.
Certified Financial Planner
Mobile Phone
Email

Contact profiles from CTA Wealth Advisors, Inc.

Name

Title

Contact Info

Location

Last Update

S. T.
Owner Chief Executive Officer
Mobile Phone
Email
Oct 22, 2024
C. T.
Sales Administrator
Mobile Phone
Email
UNITED STATES
Jan 09, 2025
T. K.
Associate
Mobile Phone
Email
UNITED STATES
Oct 21, 2024
T. C.
Certified Financial Planner
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is CTA Wealth Advisors, Inc. known for?

CTA Wealth Advisors, Inc. was founded in 1982 operates in the Financial Services industry. The company's main headquarters is located in 290 East Verdugo Avenue, Suite 205; you can contact the main corporate office by phone at

+1-818-841-****

. Explore CTA Wealth Advisors, Inc.'s company overview page for more information.

What is CTA Wealth Advisors, Inc.'s most common email format?

CTA Wealth Advisors, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CTA Wealth Advisors, Inc. email formats with LeadIQ.

How many employees does CTA Wealth Advisors, Inc. have currently?

CTA Wealth Advisors, Inc. has approximately 3 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are CTA Wealth Advisors, Inc.'s key employees and leadership?

As of December 2025, CTA Wealth Advisors, Inc.'s key employees include:

Owner Chief Executive Officer: S. T.
Sales Administrator: C. T.
Associate: T. K.
Certified Financial Planner: T. C.

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