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CTA Wealth Advisors, Inc. Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

CTA Wealth Advisors, Inc. is a California-based financial services firm that provides comprehensive financial planning and advisory services. The team emphasizes a values-based planning process designed to understand clients’ needs, goals, and life circumstances, with the aim of developing and monitoring strategies to address debt management, college savings, and retirement planning. Serving individuals seeking guidance across personal finance challenges, the firm uses its proprietary Wealth Development System to help clients acquire, manage, and preserve wealth through an all-inclusive coaching approach that covers various life phases.

Based in Burbank, the company operates in the financial services industry and collaborates with registered representatives and advisory professionals, including affiliations with Cetera Wealth Services, LLC and Cetera Investment Advisers LLC. The firm positions itself as solving client problems and providing answers to support the achievement of long-term lifetime goals, underscoring its focus on individualized, long-term financial planning.

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

CTA Wealth Advisors, Inc. Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

CTA Wealth Advisors, Inc.'s Leadership

  • Stylized image of a person
    S. T.
    Owner Chief Executive Officer
    Mobile Phone
  • Stylized image of a person
    T. C.
    Certified Financial Planner
    Mobile Phone

CTA Wealth Advisors, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from CTA Wealth Advisors, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. T.
    Owner Chief Executive Officer
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    T. C.
    Certified Financial Planner
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is CTA Wealth Advisors, Inc. known for?

Minus sign iconPlus sign iconCTA Wealth Advisors, Inc. was founded in 1982 operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconCTA 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?

Minus sign iconPlus sign iconCTA Wealth Advisors, Inc. has approximately 3 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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As of August 2026, CTA Wealth Advisors, Inc.'s key employees include:

  • Owner Chief Executive Officer: S. T.
  • Certified Financial Planner: T. C.

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