Stephen Close, CFP®
President / CFGS Registered Representative
Stephen Close was born and raised in Las Vegas and has a deep love for the community as a third generation Las Vegan. He graduated High School locally and attended UNLV where he found his passion for financial planning. He has been an independent financial advisor since 1999.
Through his Broker/Dealer he holds securities 6, 63, 66, and 7 registrations in numerous states and also carries life, health and disability licenses in Nevada, California, New Mexico, Texas, Washington, and Alaska. In 2006, he completed and attained the CFP® designation. He is also a current member for the Financial Planning Association.
Anaii Salazar
Associate Advisor/CFGS Registered Representative
Anaii Salazar was born and raised in fabulous Las Vegas in her family of six. She graduated from Silverado High School and continued her education with a Bachelor of Science in Business Administration- Finance from UNLV. Shortly after obtaining her degree, she went on to secure the Series 66 and Series 7 registrations and holds her Life, Health, and Disabilities Insurance License for Nevada. She is inspired to help clients develop and reach financial goals through personalized and individual guidance; ultimately working towards financial freedom for every client.
Anaii also has experience with secretarial, customer service, and hospitality positions in which she has always known she loves working with diverse clientele and meeting new people. She spends her free time traveling, snowboarding, and making memories with friends and family.
Audreen Williams
Executive Assistant
Audreen Williams came to Las Vegas from San Francisco, California and is the Executive Assistant for Stephen Close. She brings with her over 30 years of administrative, managerial and accounts receivable experience. She received her Associate of Arts degree from Skyline College in California, while working full-time and raising a family. Audreen also carries life, health, and disability licenses in Nevada. During her free time, she enjoys traveling with her husband and corgi.
Products & Services
Stocks
Bonds
401(K)s
IRAs
Fixed & Variable Annuities
Fee-Based Financial Planning
Fixed & Variable Life Insurance
Long-Term Care Insurance
Disability Insurance
Cari Close
Office Accounting & Marketing Manager
Cari Rae Close comes to us having worked as the Chief Financial Officer and Marketing Director at Gibson Air Conditioning which was sold in 2020. She also previously managed two law firms in Las Vegas. She is a retired nationally certified legal secretary and paralegal. Cari holds certifications for OSHA 10; OSHA 30; Workers Compensation – Reasonable Suspicion Specialized Training; Social Media Marketing; Government Contracts System; Certified Payroll and Quickbooks. For the past 15 years she created relationships with numerous billboard; radio; television/news; trade show and print media outlets in Las Vegas. She also cares for her adult special needs daughter and loves to be doing anything with family.