LOS ANGELES, Feb. 23, 2021 /PRNewswire/ -- Cetera
has announced the affiliation of financial professional,
Paul Weinberger, a
full-service investment and tax professional based in Clearwater, FL. Weinberger currently supports
$123 million in assets under
management. Mr. Weinberger's specialties include:
- Tailored wealth advisory solutions
- Retirement income distribution strategies
- Risk mitigation and asset protection strategies
- Multi-generational and wealth legacy planning
- Tax planning and preparation
With over 25 years' experience in financial services, Weinberger
was seeking to enhance and expand his practice. By joining Cetera's
community comprised of wealth management professionals, he'll have
the ability to access unique consultative opportunities from
Cetera's specialty-focused resources and fellow industry colleagues
with similar operations dedicated to financial planning. He shared,
"I feel I found my niche with Cetera. Through platforms like
AdviceWorks®, I'm looking forward to driving growth and efficiency
for my practice and team as well as enhancing the communication and
elite service we offer to our clients."
Ron Krueger, President of
Cetera Financial Specialists shared, "We are proud to have Paul and
his team as part of the Cetera community. Financial
professionals are attracted to Cetera's proven growth methodology
delivered through a community- approach backed by scale and
dedicated resources. We look forward to working together to build
their firm's enterprise value."
Weinberger and his team will affiliate with Cetera Financial
Specialists LLC.
Cetera is actively recruiting top talent in the financial
profession including financial advisors affiliating direct or in a
branch model, banks and credit unions and regional teams (OSJs)
with a focus on driving growth, a superior service experience, and
the delivery of an Advice-Centric Experience®. Cetera's
multi-affiliation growth model is designed around specialty
communities to enable financial professionals to grow their
way.
About Cetera Financial Group®
Cetera Financial Group (Cetera) is a leading financial advice
firm. It empowers the delivery of an Advice-Centric Experience® to
individuals, families and businesses across the country through
independent financial professionals as well as trusted tax
professionals and banks and credit unions. It's headquartered at
200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670.
Comprehensive services include: wealth management solutions,
retirement plan solutions, advisory services, practice management
support, innovative technology, marketing guidance, regulatory
support, and market research.
"Cetera Financial Group" refers to the network of independent
retail firms encompassing, among others, Cetera Advisors LLC,
Cetera Advisor Networks LLC, Cetera Investment Services LLC
(marketed as Cetera Financial Institutions or Cetera Investors),
Cetera Financial Specialists LLC, and First Allied Securities, Inc.
All firms are members FINRA / SIPC.
Individuals affiliated with Cetera firms are either Registered
Representatives who offer only brokerage services and receive
transaction-based compensation (commissions), Investment Adviser
Representatives who offer only investment advisory services and
receive fees based on assets, or both Registered Representatives
and Investment Adviser Representatives, who can offer both types of
services.
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SOURCE Cetera Financial Group