George Walters is a Registered Principal with Cetera Advisor Networks, LLC and has been the owner of California Asset Management for 27 years. George started his career with G.W. Story and Associates, he later moved to Bank of America as Vice President of Special Investments for the Creative Banking Unit.
While at Bank of America, George was responsible for developing and marketing unique, investments for the banks wealthiest clients. It was here that George developed his desire to offer clients an approach with cornerstones of independence, integrity and always putting the client first.
Upon leaving Bank of America, George opened his independent office with an emphasis on retirement planning, working with retirement plans and individuals close to or in retirement. George developed the multiple employer plan for the California Trucking Association. This MEP was known for popularity of its members and unique service.
George graduated with a BS degree from California State University. He also holds the Accredited Investment Fiduciary designation.
Zeth “Bear” Walters began working in the financial services industry in 2006 alongside his father George. As a part of California Asset Management’s team, Bear takes a service oriented, “client first” approach to business. He strives to meet and exceed clients’ needs and expectations of him and the rest of the team. Client satisfaction remains a top priority for Bear.
Bear graduated from UC Davis with a degree in communications and currently holds an Accredited Investment Fiduciary designation.
Bear was raised in Modesto and currently resides in Oakdale with his wife and two daughters.
Zac joined CAM in 2010 after being a real estate appraiser for 10 years. During his time in real estate he owned a water trucking company and occasionally found himself at the wheel as reliable employees were hard to come by. As his interest in accumulating and maintaining wealth in retirement grew, he left real estate and ventured into the world of finance. He now specializes in 401k plans; a retirement savings vehicle that he feels is often over looked.
Zac earned his BS in Marketing from California State University, Stanislaus. He currently lives in Modesto with his wife and two young children.
Rochelle joined California Asset Management in 2014, rejoining the working world after almost 5 years in the role of stay-at-home-mom, raising her daughter Ava. At California Asset Management she leads the marketing and client relations divisions for the firm. Her prompt ability to learn the industry and ambitious drive to please, quickly lead her to becoming the choice point of contact for many of our plan sponsors.
Before becoming a stay-at-home-mom, Rochelle was the Marketing Coordinator for Leland-West Insurance, a classic and luxury car insurance broker. At Leland-West she headed the marketing department, assisted with managing the firm by becoming the Corporate Secretary and played a large role in establishing the firm’s close relationship with Porsche Club of America, the largest auto enthusiast club in the nation.
Rochelle earned her BS in Marketing from California State University, Fresno. She currently lives in Atwater and is a board member for the Parent’ Club of St. Anthony School where her daughter attends grade school.
Lesley was born and raised in the California Valley and grew up in the outskirts of Modesto in the midst of agriculture blended with a big-city feel. She was always an advanced student and graduated from high-school at the age of sixteen. After travelling to Arizona for college, she chose to return to her hometown to plant her roots. Lesley became a mother in early 2012 to a little girl named Lilly Anne and works harder than most to ensure she has a bright future.
As someone who has always been customer service based; as well as enjoyed research and the challenging field of finances; Lesley found her niche' when she came on board in 2013. Her previous employment experiences with Royal Robbins Inc., Discover the World Marketing and The WestAmerica Bank Corp. matched with her educational background in paralegal studies have all shaped her abilities and direction. This allows her the expertise and skills to not only enjoy her profession, but excel at it. At California Asset Management, Lesley assists primarily on the individual retirement side and is also our Office Manager. She prides herself on her talent to reach clients on a personal level and resolve all client requests quickly and efficiently. Lesley will most likely be your first point of contact should you reach out to our office and she welcomes your call.
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