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Through our five-step process, we create a space for self-discovery, imagination, and transformation, so you'll be…

Aware

You are aware of your beliefs, habits, patterns, and relationship to money.

Clear

You have clarity around changes you want to see and a vision of your ideal life. 

Prepared

You have an accountability partner. You have your own roadmap and systems that align with and expand your vision. 

Confident

You are making confident decisions based on data, not driven by fear or anxiety.

Aligned

You are merging your present life with your ideal life and your finances reflect your self-image.

Check the background of our investment professionals at FINRA's BrokerCheck.

Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to the residents of: AK, AR, AZ, CA, CO, FL, HI, ID, KS, LA, MA, MI, MN, NC, NE, NV, NY, OK, OR, PA, SC, TN, TX, WA, WI and WY.

 

Cambridge and Apteron are not affiliated.

 

CIRA Form CRS | CIR Form CRS | Cambridge CRS Supplement

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© 2024 Apteron & Co.

1550 Parkside Dr. Suite 260, Walnut Creek CA 94596

Tel: 925-689-6103 

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