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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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Farpointe Wealth Partners, Part of Cetera s Network of Financial Professionals, Attracts $190 Million Asset Accounting and Wealth Management Firm
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LOS ANGELES, Feb. 18, 2021 /PRNewswire/ Farpointe Wealth Partners, LLC ( Farpointe ), an independent financial advice firm within the Cetera network, has announced that Schexnayder Wealth Advisors, a $190 million asset team led by Owner and Senior Advisor, Nolan Schexnayder, has joined the team. Based in the New Orleans metropolitan area, Schexnayder Wealth Advisors team of seven specializes in providing tax, accounting and wealth management services. Farpointe, co-founded by Scott Rawlins and Brian Stern, became an independently owned business within Cetera s financial professional network in December of 2020.
Cetera to Acquire Assets Related to Voya Financial Advisors Independent Financial Planning Channel
Underscoring Focus on Growth, Cetera To Have Over $300B in Assets Serving More than 3.1M Retail Customers, Accounts
Cetera Advances Mission to Empower More Financial Professionals to Deliver an Advice-Centric Experience® to Investors
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LOS ANGELES, Feb. 8, 2021 /PRNewswire/ Cetera announced today that it has entered into a definitive agreement to acquire certain assets related to the independent financial planning channel of Voya Financial Advisors (VFA). Through this acquisition , VFA independent financial professionals providing holistic financial planning to 385,000 retail customers with nearly $40 billion in assets will become part of Cetera. By joining Cetera, the financial professionals will gain comprehensive, leading-edge growth capabilities, with increased flexibility and choice as independent business owners.