Your Personal CFO

Preserving Your Wealth

At Silberman Wealth Strategies, our services are modeled around the responsibilities that a Chief Financial Officer has within a business.

We believe that the business of your family’s finances benefits from having a Personal Chief Financial Officer; a professional who understands the financial and other vital needs of you and your family.

We provide a Personal Chief Financial Officer (P – CFO service). This means we act as the Personal CFO for a select group of successful individuals and families — with the primary purpose of helping them preserve their wealth and pursue their financial goals.

We also follow this five-step process for each client:

Complimentary eBook: The Five Key Concerns of Today's Affluent

Our complimentary eBook outlines how you can protect your hard-earned assets.

Download Now

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

Advisory Services offered through Silberman Wealth Strategies, Inc., Mitch Silberman (CA Insurance License #0B24856) Registered Principal of and securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC - CA Insurance License #0644976), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Business Continuity | Important Disclosures

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Financial Professionals of Cetera Advisor Networks 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 advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at cetera.com.