The San Tan Difference
At San Tan Planning & Investments, we believe entirely in the power of individual choice! The Financial services industry is experiencing tremendous change, some good changes and some not-so-good changes. It's critically important that when you select a financial professional to work with, you select a fiduciary adviser who by definition is someone you can trust. We believe our independence and selectivity allows us to act with your best interest in mind when providing investment advice.
The complexities of the financial world require sophisticated wealth management and a partner to assist you who is dedicated to pursuing your specific goals. Through our affiliation with Cetera Advisor Networks LLC, you will have the benefit of an independent firm with the flexibility to choose investment management partners and products. Our goal is to make recommendations that are based on what’s best for you and your objectives. We proactively problem-solve on your behalf, and communicate regularly with you, our strategic partners, and your team of key advisors to ensure we are each involved in the projects that matter most to you and your family.
Our Broker/Dealer: Cetera Advisor Networks LLC
We are affiliated with Cetera Advisor Networks LLC, one of the premier broker-dealers in the industry. They’re responsible for executing trades on your behalf. Like all broker-dealers, they must undergo regular auditing, and are required to meet specific net capital requirements to ensure they can meet obligations to investors like you. But their support for our relationship goes well beyond executing trades. We have the independence and freedom to recommend the financial products and strategies that work toward your goals—no sales quotas to fulfill or proprietary products to push— your objectives are what drive the investment decisions, while Cetera Advisor Networks’ network of people and resources help us pursue your unique goals and vision for the future.
Our Custodian: Pershing
While a broker-dealer helps supervise and facilitate the trading that uses your money to invest on your behalf, the resulting assets are held by a custodian. Cetera Advisor Networks works with Pershing LLC to hold investor assets in brokerage and advisory accounts as a custodian. Pershing is a subsidiary of the Bank of New York Mellon Corporation, which is the nation’s oldest continuously operating bank and one of the world’s leading providers of securities services.