Cetera Financial Group Welcomes New Team with $231 Million AUA
Recently, Cetera Financial Group celebrated the integration of a new financial team managing an impressive $231 million in assets under administration. This team, known as allwealth Planning, comprises three accomplished professionals who previously operated under MML Investors Services. The move signifies a strategic expansion for Cetera as it continues to strengthen its position within the financial advisory community.
Meet the allwealth Planning Team
Allwealth Planning is helmed by co-founders Eric Bottolfsen, Howard Gershkowitz, and Robert Gershkowitz. Their mission is clear: offer personalized wealth planning solutions tailored to meet the distinct needs of their clients, which include individuals, business owners, retirees, and those navigating life transitions. The strategic collaboration with Cetera enhances their resources and capabilities, allowing them to provide high-quality service and guidance.
The Importance of Independence in Financial Advising
In reflecting on their decision to join Cetera and Summit Financial Networks, the allwealth Planning team expressed their commitment to client independence. They believe that by prioritizing their clients' best interests, they can develop comprehensive financial strategies that foster success. This affiliation with Cetera will not only provide them with cutting-edge economic research but also advanced planning support and expert resources. They are excited about the collaborative opportunities that lie ahead.
A Welcoming Message from Cetera
Tom Halloran, Head of Advisor Channel Communities at Cetera, praised the allwealth Planning team's reputation for placing their clients' interests above all else. He stated, "At Cetera, we share these values and are thrilled to welcome the allwealth Planning team. Their expertise in wealth management aligns perfectly with our commitment to empowering advisors to succeed. We are confident that they will thrive within our ecosystem while delivering exceptional service to their clients."
About Cetera Financial Group
Cetera Financial Group stands out as the preeminent Wealth Hub for financial advisors, offering them unique control and value creation opportunities. The group encompasses various independent advisory firms, providing innovative solutions and support designed to facilitate growth through various strategic pathways. With nearly 12,000 financial professionals under its umbrella, Cetera oversees a staggering $545 billion in assets under administration and $235 billion in assets under management. Their commitment to advisor satisfaction is reflected in their top-notch ratings and positive feedback from thousands of advisors.
Staying Connected with Cetera
As a vibrant community, Cetera encourages all interested parties to stay informed about their latest offerings and developments. Engaging with their platforms allows financial professionals and clients alike to tap into valuable insights and resources that can enhance their financial decision-making capabilities.
Frequently Asked Questions
What is Cetera Financial Group?
Cetera Financial Group is a leading financial advisor Wealth Hub that provides support and value creation for independent financial advisors and institutions.
Who are the key members of the allwealth Planning team?
The allwealth Planning team is co-founded by Eric Bottolfsen, Howard Gershkowitz, and Robert Gershkowitz, who have extensive experience in wealth management.
What does the affiliation with Cetera mean for allwealth Planning?
This affiliation allows allwealth Planning to access superior resources, support, and expertise to enhance their service offerings and better serve their clients.
How many financial professionals are part of Cetera?
Cetera is home to approximately 12,000 financial professionals, all dedicated to delivering quality financial advice and services.
What assets does Cetera manage?
Cetera oversees more than $545 billion in assets under administration and $235 billion in assets under management, showcasing its strong market position.
