Cetera Financial Specialists
Where Tax Management and Wealth Management Meet to Inspire Greater Success
Built for tax professionals who implement wealth management services into their practice, Cetera Financial Specialists offers a unique consultative model to help you establish, enhance, and expand your guidance business. This community is comprised of tax and accounting professionals who believe in the importance of delivering more value to their clients through comprehensive, independent financial guidance.
If you’re a client of a financial professional affiliated with Cetera Financial Specialists, click here.
Our Offerings
A Focus on Growth—No Matter Your Stage
Cetera Financial Specialists is an industry-leading growth consultant. Regardless of your industry experience or tenure, we’ll help you design a customized path toward success on your terms, from a 90-day action plan to a complete business strategy. And if you’re just starting out with wealth management, we can assist with that, too—developing a personalized road map for growth.
Red-Carpet Service
You’ll benefit from concierge support with our home office team’s Red-Carpet Experience service model. The team looks at both sides of your business to find the solutions that meet your business goals and keep you focused on clients. You’ll also have direct access to senior executives and strategic partners so that you always feel connected to what’s happening in our community.
A Community of Learning
Lessons mean more when they come from those who’ve been in your shoes. Attend our annual events, like our Excellerate conferences, where you can learn from peers and home office staff to grow your knowledge and find new opportunities for success.
For more about why tax professionals choose Cetera, see The Cetera Difference.
