Mission Statement

We work to advance the profession of financial guidance by ensuring financial professionals have everything they need to deliver an Advice-Centric Experience®, where they can serve clients effectively at every stage of life. We value people as individuals and measure our success in the outcomes we help bring to life.

Advancing Workplace Diversity and Inclusion

We have a firm zero-tolerance policy against discrimination on the basis of race, age, sexual orientation, gender identity, or any other factors that make members of our financial professional and employee community uniquely them. We are committed to making our workplaces and events trusting and inclusive environments, educating our teams about unconscious bias, and standing up against injustice.

Advancing Workplace Diversity and Inclusion

We have a firm zero-tolerance policy against discrimination on the basis of race, age, sexual orientation, gender identity, or any other factors that make members of our financial professional and employee community uniquely them. We are committed to making our workplaces and events trusting and inclusive environments, educating our teams about unconscious bias, and standing up against injustice.

“Our mission is to transform the future of our profession by driving successful outcomes for clients through the delivery of the Advice-Centric Experience®, which envisions a profession driven by high-caliber, planning-based advice. Together, we are defining a future that is more resilient, diverse, human and connected.”

- Adam Antoniades, CEO, Cetera Financial Group

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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.