Brandon Chhan - Financial Advisor

06/03/2026

Last week, the team attended our monthly luncheon for the Financial Planning Association of San Gabriel Valley.

In addition to a delicious lunch and some great networking, we learned all about 1031 exchanges and Delaware Statutory Trusts. Thanks to Jason Hayes from Cantor Fitzgerald for the fantastic presentation!

Let us know if you want to get more involved with FPA, or if you want to talk more about 1031s or DSTs!

06/02/2026

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:

U.S. stocks extended gains in May, with the S&P 500 ending the month with seven straight daily gains and its ninth consecutive weekly gain, its longest winning…

06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

05/27/2026

A financial plan doesn’t stop when the meeting ends.

Behind every client conversation is a process of follow-through, coordination, and careful attention to detail.

Max shares how our team helps keep everything organized and moving forward. From managing important updates to making sure clients feel supported through every stage of the process.

The goal is simple: help clients move through life with more clarity and less stress.

05/26/2026

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke says markets may take cues from headlines, not data, in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

05/21/2026

Read the latest issue of Financial Watch here:

When basic money management principles such as saving, spending, earning, and giving are taught at an early age children are more likely to grow into teens and…

05/18/2026

A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all coming into focus. Stay tuned—this is where clarity begins. CIO Gene Goldman explains in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

05/14/2026

These are some of the most common questions we hear from clients.

How do I buy a home?
Should I focus on paying off debt or saving for retirement?
Am I behind compared to others?

The reality is that everyone’s financial situation is different, and the right answers depend on your unique goals, income, and priorities. There is no universal path to financial success, only the one that is built for you.

Having a clear, personalized plan can help you make these decisions with confidence instead of uncertainty.

If you’ve been asking yourself these questions, we’re here to help. Reach out to start a conversation about building a plan that fits your life.

05/14/2026

Markets are high, risks are real—but so are opportunities. With solid growth and cash on the sidelines, pullbacks don’t have to be scary. Staying flexible and opportunistic still matters.

Markets are at record highs—but it’s not all smooth sailing. Inflation and global headlines may stir up some bumps, and rate cuts may be harder to come by.…

05/12/2026

My approach to financial planning starts with listening.

I take the time to understand what my clients need, what they’re concerned about, and what they want their lives to look like. From there, I help guide decisions and provide support, whether it’s for a major life change or a quick question along the way.

My goal is to make finances feel organized and intentional, not stressful, so my clients can focus on what matters most to them.