Cathie D'Itri
Financial Wealth Advisor

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Q2 2025 Plan Participant Newsletter

Contact

Cathie D'Itri Financial Wealth Advisor

Office: 949-328-3296

27281 Las Ramblas

Suite 200

Mission Viejo, CA 92691

CA Insurance #: 0E56309

cd@ditrifinancial.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.

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Cathy D’Itri is a Registered Representative with, and securities are offered through, LPL Financial, a registered investment advisor and broker-dealer member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website 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.