City Centre Consultancy LLC

City Centre Consultancy LLC Provides Financial and Planning Services My company is built on a solid foundation of excellent client service and in-depth financial knowledge and analysis.

A person's financial needs, their financial goals, and lifestyle is based on the principle that one's current education and understanding of one’s current financial situation is vital to successfully make prudent decisions. I welcome any type of client providing an analysis of a variety of financial and lifestyle goals; including a number of strategies to meet many circumstances. Dana Morton is a

registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. www.finra.org and www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

09/02/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

Some simple, inexpensive energy-saving tips that may help you save money.
08/31/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

When it comes to investing, you may be your own worst enemy.
08/28/2026

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Learn how to maximize your Qualified Charitable Distributions!
08/26/2026

Learn how to maximize your Qualified Charitable Distributions!

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

There are many factors to consider before tapping retirement money to pay for college.
08/24/2026

There are many factors to consider before tapping retirement money to pay for college.

There are three things to consider before dipping into retirement savings to pay for college.

08/21/2026

Your ideal retirement may differ from reality, but we can work together to better align the two.

Working in Retirement: New trend or same old story?
08/19/2026

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

08/17/2026

A disability could keep you from work and increase costs. How can you protect yourself?

When considering a record keeping system for your business, you need to ask yourself some very important questions
08/14/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.
08/12/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

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354 City Center Drive
Rohnert Park, CA
94928

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