James P Ciocia 
Generations Tax and Wealth Management
Wealth Advisor: Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisors LLC. Cetera entities are under separate ownership from any other named entity. (877) 441-1040
Previously started a survey but didn't finish? Find your unfinished survey
Thank you for your interest in the Fit-to-Retire readiness assessment!
Please be assured that neither the results of your assessment nor your personal or contact information will be distributed to anyone besides your current Fit-to-Retire Coach or the local FTR Coach to whom you will be matched. You can submit this form with full confidence that your personal data will always be kept private.
