3200 Park Center Dr., Suite 1240, Costa Mesa, CA 92626

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Costa Mesa Office

3200 Park Center Dr.

Suite 1240

Costa Mesa, CA 92626

Phone: 949-299-1502

Fax: (949) 851-6323

Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment

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Office: 949-299-1502

Fax: (949) 851-6323

3200 Park Center Dr.

Suite 1240

Costa Mesa, CA 92626

pdirocco@wealth365advisors.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.

Financial Planning and Investment Advisory Services offered through Sovran Advisors, LLC. Registered Representative offering securities through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA insurance license #0644976), member FINRA/SIPC. Fixed insurance products offered through Sovran Insurance Services, CA insurance license 6010594. Sovran and Cetera are not affiliated and under separate ownership from any other named entity. Registered Branch Phone # 949-471-5810

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Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

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