Diversity in Financial Planning Scholarship

Caring Cetera is committed to helping more young people become financial planners and advancing diversity, equality, and inclusion in the financial profession with the Diversity in Financial Planning Scholarship. Learn more.


Amplifying Future Success

Cetera donated over $200,000 to Youth on Record, a charitable organization that fuels children’s lives through fostering their creative talent in music, as part of our Connect19 national conference.

Location: Denver, CO


Protecting and Empowering Youth

At our 2019 Circle of Excellence events, attendees raised funds for Youth Haven, supporting southwest Florida’s only emergency and residential shelters for children and teens, and offering an immediate lifeline of home, hope, and healing.

Location: Naples, FL


Giving Back to Those Who Give Their All

Attendees at Cetera’s Connect18 national conference raised over $200,000 to support Soldiers’ Angels, a San Antonio-based national charity that provides aid and comfort to members of our armed forces, their families, and our growing veteran population.

Location: San Antonio, TX


Making a Difference in Our Own Backyard

Each Cetera home office location selected local causes focused on benefitting youth and teens, including United Way of Greater Atlanta, the LGBT Youth Center of San Diego, EnrichLA, and more.

Location: Nationwide

Our Impact

Few investments offer guaranteed growth, but we can gladly commit to growing our Caring Cetera philanthropic efforts over time. What began as a financial professional-led initiative at one broker-dealer has grown into an organization-wide endeavor. Since its launch:

Philanthropy - Our Impact




provided in
disaster relief


charitable footprints
in 13 cities


grant awards

"Everyone wants to feel like they are making a difference in their world. Caring Cetera allows us to do this on a national scale, far more than we could do on our own."

- James Steen, Cetera Advisors

Drop Us a Line

Looking to be part of something more? Get in touch to learn about the benefits of affiliating with Cetera and start taking the next steps to a stronger future.

Account Assistance

If you are a client of a Cetera-affiliated financial professional and need assistance with an existing account, please reach out to your financial professional directly. If you’re unable to reach them, use our direct support lines listed below.

Join the Community

If you’re a financial professional interested in learning more about affiliating with Cetera Financial Group, please complete the form.