Get financial help with Serenity.

 

Efficient and thorough financial advising that is unintimidating.

Serenity means having calm, even amidst external tumult.

  

Let's talk about money! We know there are times that are tougher or need more discernment than others.  Our goal is to lift the burden from your shoulders, steady the course... and in transparent collaboration, be your trusted partner in your financial life. With the vast experience of Cetera Financial Specialists LLC, your advisor Erin McCloskey, CFP®, EA is here for you. Let’s talk! There is never an initial consultation fee.

 
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Contact Us

610 9th Ave San Mateo CA 94402

650-458-7259

 

Check the background of your financial professional on FINRA's BrokerCheck.

 

Erin McCloskey, CFP, EA holds financial registrations in the following states: CA, NV.  CA Insurance license #0M04184. NV Insurance license #3348240.

This is not a solicitation for sale of securities in any jurisdiction.


Securities offered through Registered Representatives of Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency LLC), member FINRA/SIPC.

Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Tax services are offered separately from Cetera Financial Specialists LLC.

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed.


For additional information please contact the representative(s) listed on the site, visit the Cetera Financial Specialists LLC site at ceterafinancialspecialists.com

Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987.

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