Broker Check

Find Your Risk Number

Manage Your Risk with Confidence
Every investor has a unique comfort level with risk—yet many portfolios don’t reflect that. Our short, interactive quiz pinpoints your personal risk number, helping ensure your investments are aligned with your true tolerance for risk.

Taking too little risk can mean your money won’t grow enough to support your retirement goals—putting you at risk of running out too soon. On the other hand, taking on too much risk can lead to unexpected losses that may derail your plans entirely.

By answering just a few simple questions, you'll gain insights into:

- How much risk you're actually comfortable taking
- Whether your current portfolio fits your risk profile
- How we can adjust your strategy to better match your goals
Take the quiz below to find your Risk Number and take the first step toward a more confident, personalized investment experience.

Start Your Quiz

Ross Klafter

Senior Wealth Manager

626-653-4497

ross.klafter@ceterainvestors.com

Ross comes with 14 years of experience in the financial services industry. Born to a Vietnam Veteran, Ross was raised with the values of duty and respect, values he lives by when dealing with clients on a day-to-day basis. Ross holds...

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Elias Saade, CFP ®

Senior Wealth Manager

626-653-4510

elias.saade@ceterainvestors.com

Elias Saade was born and raised in Southern California, finding an interest in the stock market and investments at a young age. He specializes in constructing risk managed portfolios that adapt to constantly changing market conditions...

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Antonio Caballero

Wealth Manager

626-653-4432

antonio.caballero@ceterinvestors.com

Antonio Caballero is a dedicated financial advisor with eight years of experience helping individuals and businesses navigate retirement planning. Holding Series 6 and 65 FINRA licenses, along with a life insurance license, he...
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Angie Maya

Client Services Representative

(626)-408-1333

angie.maya@ceterais.com

Angie Maya is a results-driven and highly motivated Sales Assistant with a proven track record of success. With a background spanning various sectors, including real estate and law, she has honed her exceptional interpersonal and...

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