Cetera Welcomes Experienced Advisors to Wealth Partners Team
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Cetera Welcomes Experienced Advisors to Wealth Partners Team
Innovative Premier Financial Services Joins Cetera
Cetera Financial Group is thrilled to announce that a seven-person team, led by the experienced husband and wife duo, has joined Cetera Wealth Partners. The team, known as Innovative Premier Financial Services (IPFS), is dedicated to providing comprehensive financial planning and investment advice to approximately 500 clients. Under the management of David and Kate Frank, the team focuses not only on wealth accumulation but also on legacy, estate, and business planning.
Why Cetera Stood Out
As David and Kate searched for a new firm to transition their business, they found Cetera to be the standout choice. According to Kate, "The breadth of options available for our clients at Cetera was impressive. From the expert investment management resources to the advanced technology, it was evident that Cetera aligned with our vision for providing best-in-class service. We are particularly drawn to Cetera's commitment to supporting clients who value meaningful wealth beyond mere accumulation."
Strategic Growth Support
David expressed excitement about the extensive strategic resources offered by Cetera. He noted, "In our pursuit of growth, we were astounded by the industry-leading marketing resources that Cetera provides. These resources will not only help us grow organically but also support our plans for inorganic growth. We truly believe that our business will flourish with Cetera in ways we could not achieve elsewhere."
About the Experienced Team
David and Kate bring a remarkable combined experience of 60 years in the financial services sector. They have been dedicated to serving clients since the early 1990s. Kate, who holds various financial registrations, is pivotal in managing growth and developing the insurance representatives at IPFS. Her career has predominantly been in management, where she educates individuals on how to maximize their savings through strategic planning. David, also holding multiple registrations, has focused his career on implementing and promoting diverse financial programs and strategies. He has experience in producing a financial talk radio show and engages in numerous public speaking events, sharing his insights on financial wellness.
About Cetera Financial Group
Cetera Financial Group, owned by Cetera Holdings, serves as a premier Wealth Hub for financial advisors and institutions. They create opportunities for advisors and organizations to optimize their business through innovative solutions and support. Cetera operates with a mission to break away from the traditional Independent Broker-Dealer model, providing a range of support services to help advisors grow, scale, and transition smoothly.
With a substantial network of around 12,000 financial professionals and oversight of more than $521 billion in assets under administration, Cetera continually emphasizes client satisfaction. Their recent advisor satisfaction survey highlighted a remarkable rating of 4.8 out of 5 stars from nearly 35,000 reviews, demonstrating their commitment to excellence in the financial advisory space.
Connect with Cetera
Cetera encourages individuals to explore more about their services by visiting their official website. They maintain an active presence on various social platforms, allowing clients and advisors to stay connected and informed about the latest developments in the financial industry.
Frequently Asked Questions
What is the significance of the husband and wife team at Cetera?
The husband and wife team, David and Kate Frank, bring a wealth of experience and client dedication, enhancing the service offering at Cetera Wealth Partners.
How does Cetera support its advisors?
Cetera provides extensive resources, including marketing support, investment options, and technology tools to help advisors grow their practices effectively.
What is the overall mission of Cetera Financial Group?
Cetera aims to empower financial advisors and institutions by offering innovative solutions, ensuring optimal control over their business models, and supporting their growth journeys.
How many assets does Cetera oversee?
Cetera manages over $521 billion in assets under administration, showcasing their vast influence and expertise in the financial sector.
What unique offerings does Cetera provide?
Cetera is renowned for its unique blend of flexibility, resources, and support, enabling advisors to meet client needs comprehensively.
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