Advisors at this firm
Michael S
Series 63, Series 65
Sacramento, CA
Reliance Investing, Inc.
Michael Steele is a financial advisor at Reliance Investing, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Investment Only Annuities, LLC and Steele Asset Management. Reliance Investing provides discretionary, fee-based portfolio management, retirement planning, and pension consulting to individuals, plan sponsors, and trusts. The firm emphasizes coordinated retirement advice and ongoing portfolio monitoring, managing diversified, systematic portfolios across global equities and fixed income with a range of investment options.
Robert C
Series 63, Series 65
San Diego, CA
Reliance Investing, Inc.
Robert Cenko is a financial advisor at Reliance Investing, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sterling Global Strategies, LLC and Northwestern Wealth Management, Inc. In addition to his advisory work, Mr. Cenko is an insurance agent and spends part of his time on insurance-related activities. Reliance Investing provides discretionary, fee-based portfolio management, retirement planning, and pension consulting to individuals, plan sponsors, and trusts. The firm focuses on diversified, systematic portfolios with ongoing monitoring and offers services primarily to non-high-net-worth clients.
Joseph N
Series 63, Series 65, Series 66
Sandy, UT
Reliance Investing, Inc.
Joseph Ney is a financial advisor with Reliance Investing, Inc. and Ney Wealth Management, Inc., holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has been with Reliance Investing since 2014 and is currently transitioning his practice to Ney Wealth Management. Reliance Investing provides discretionary, fee-based portfolio management, retirement planning, and pension consulting to individuals, plan sponsors, and trusts, emphasizing coordinated retirement advice and ongoing portfolio monitoring. The firm manages diversified, systematic portfolios across global equities and fixed income, typically on a discretionary basis, and serves primarily non-high-net-worth clients.