Cetera Advisor Networks

At Pacific Center for Financial Services (PCFS), we're dedicated to providing comprehensive financial guidance to individuals, families, and businesses in San Ramon, CA, and beyond. Our team of experienced advisors is passionate about helping our clients achieve their financial goals and live the life they want.

Our Mission

We believe that financial independence is a fundamental right, and our mission is to empower our clients with the knowledge, tools, and strategies they need to take control of their financial lives. We're not just financial planners; we're partners in our clients' financial journeys, providing personalized guidance and support every step of the way.

Our Services

At PCFS, we offer a range of financial services designed to help our clients achieve their unique goals. Our services include:

• Investment Management: We'll help you develop a customized investment strategy that aligns with your risk tolerance, goals, and timeline.
• Retirement Planning: From 401(k) planning to pension planning, we'll help you create a comprehensive retirement plan that ensures a secure financial future.
• Insurance Planning: We'll help you navigate the complex world of insurance, from life insurance to long-term care insurance, to ensure that you and your loved ones are protected.
• Estate Planning: Our team will work with you to create a comprehensive estate plan that ensures your legacy and protects your assets.

Our Process

We believe that every client is unique, with their own set of goals, concerns, and priorities. That's why we take a personalized approach to financial planning. Our process involves:

• Identifying and discussing your goals, dreams, and concerns
• Analyzing your financial data to understand your current situation
• Developing a customized financial plan that aligns with your goals and priorities
• Implementing your plan and providing ongoing support and guidance
• Monitoring and updating your plan regularly to ensure you stay on track

Our Team

At PCFS, we're proud of our team of experienced and knowledgeable advisors who are dedicated to providing exceptional service and guidance to our clients. Meet our team members:

• Stephen F. Schliesser, CFP - President & CEO, Financial Advisor
• Brad Bargmann - OSJ Branch Manager, Cetera Advisor Networks LLC
• Chad M. Franck - Investment Advisor Representative
• Ashley Souza, AIF - Investment Advisor Representative
• Rose Bargmann - Administrative Assistant
• Mylene Leard - Director of Client Services
• Pierce Bargmann - Administrative Assistant to Brad Bargmann
• Andy Choi - Administrative Assistant