Our Consultants

George W. Walters, Branch Manager

George is an Investment Advisor Representative and the branch manager for Cetera Advisor Networks LLC.  He is the owner of California Asset Management.  He has a B.S. degree from California State University, Hayward.  Currently George advises retirement plans and individuals with over 75 million dollars in assets. 

George has been consulting with retirement plan trustees for over 25 years.  His unique training and experience helps trustees reduce fiduciary liability and plan expense, increase participant participation, and maintain compliance with new laws and regulations.  In his role as a retirement plan's consultant George's services enable business owner to concentrate on running their business while George makes sure the retirement plan is operated efficiently and effectively.

 

 

Zeth "Bear" Walters

Bear is an Investment Advisor Representative with Cetera Advisor Networks LLC and is a licensed health and life insurance agent in the state of California.  Bear, George's son, was born and raised in Modesto and received his B.A. from the University of California, Davis.  He currently lives with his wife Allison and daughter Addelyn in Modesto.

Bear began studying the financial services industry in 2004, working alongside his father and started his own practice in 2006.  He focuses on individual retirement planning as well as corporate retirement plans with an emphasis on asset allocation and client communication.  His philosophy incorporates sound investment strategies and a commitment to act in his clients' best interest.  Trust and integrity play a key role in helping Bear build relationships with his clients as they work together towards achieving their financial objectives.

 

 

Todd Venturini  CFP®, CLU®

Todd graduated from Grace Davis High School in Modesto and received a B.A. from the University of California, San Diego.  He is an Investment Advisor Representative with Cetera Advisor Networks LLC and maintains the CFP® and CLU® designations.  Prior to joining Cetera Advisor Networks LLC and California Asset Management in July of 2006, Todd was a consultant with A.G. Edwards & Sons and H&R Block Financial.

As a financial planner Todd focuses on a client's entire financial picture, including cash management and budgeting, insurance, retirement and estate planning, and investments.  Todd works with individuals to help accumulate and manage wealth.  He advises corporate retirement sponsors and trustees on structuring appropriate investment platforms and fulfilling fiduciary responsibilities.  Occasionally he advises non-profit clientele.

Actively involved in the Modesto community, Todd has been a member of the Modesto North Rotary Club since 2000, is a past recipient of the Silent Rotarian Award, and currently serves as the club's Vice President.  He is President of the Christopher P. Walker Foundation and sits on the board of directors for the Children's Crisis Center, both non-profit organizations based out of Modesto.  The foundation, in conjunction with the center, established and maintains Cricket's House, a home for abused and at-risk children.  In his free time Todd enjoys golfing, working out, and spending time with his wife Elizabeth and sons Maxwell and Milo.