Broker Check

Your Dedicated Team

How We Work

We help educators, like you, create and implement a custom financial plan, so you can focus on contributing to your community and your life outside of your career.

Meet The Team

Tori Gutierrez

Wealth Manager



My name is Tori and I'm glad you're here! I'm a Wealth Manager with Cetera Investors and I've been working with a beautifully diverse group of educators, public service employees, and non-profits for almost 10 years. The most fulfilling part about being an adviser is helping my clients discover and step into their power by curating a financial plan that aligns with their values and most important goals. I live in Pasadena, California and when I'm not working with clients, you can find me teaching yoga at Corepower Yoga, playing tennis or golf with my family, and eating my body weight in sashimi. 

Alex Sierra, CFP®

Certified Financial Planner



My name is Alex and I'm a Certified Financial Planner with Cetera Investors. I graduated from the University of Puget Sound, with degrees in both Business and Economics, and a minor in Math. I played infield for the university's NCAA baseball team. My favorite part about being a financial advisor is helping clients develop sophisticated financial strategies designed to meet their goals and help protect against the risks that could get in the way. I live in Pasadena, CA, where I enjoy seeing live music, staying active, trying new restaurants, and rooting for the Dodgers.

Brandon Chhan

Client Services Lead



My name is Brandon and I'm a Senior Client Services Representative with Cetera Investors. I graduated from the University of California, Riverside with a degree in Anthropology and was a part of professional business fraternity, Delta Sigma Pi. My favorite part about being a client services rep is interacting with clients and making sure they're comfortable coming to the team with their questions. I live in La Habra, CA and enjoy cars, traveling, and editing travel videos.