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Cetera Welcomes $123 Million AUM Investment Practice
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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
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 efficienc
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