Cetera Welcomes $123 Million AUM Investment Practice02-23-2021


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LOS ANGELES, Feb. 23, 2021 /PRNewswire/ -- Cetera has announced the affiliation of financial professional, Paul Weinberger, a full-service investment and tax professional based in Clearwater, FL. Weinberger currently supports $123 million in assets under management. Mr. Weinberger's specialties include:

  • Tailored wealth advisory solutions
  • Retirement income distribution strategies
  • Risk mitigation and asset protection strategies
  • Multi-generational and wealth legacy planning
  • Tax planning and preparation

With over 25 years' experience in financial services, Weinberger was seeking to enhance and expand his practice. By joining Cetera's community comprised of wealth management professionals, he'll have the ability to access unique consultative opportunities from Cetera's specialty-focused resources and fellow industry colleagues with similar operations dedicated to financial planning. He shared, "I feel I found my niche with Cetera. Through platforms like AdviceWorks®, I'm looking forward to driving growth and efficiency for my practice and team as well as enhancing the communication and elite service we offer to our clients."

Ron Krueger, President of Cetera Financial Specialists shared, "We are proud to have Paul and his team as part of the Cetera community.  Financial professionals are attracted to Cetera's proven growth methodology delivered through a community- approach backed by scale and dedicated resources. We look forward to working together to build their firm's enterprise value."

Weinberger and his team will affiliate with Cetera Financial Specialists LLC.

Cetera is actively recruiting top talent in the financial profession including financial advisors affiliating direct or in a branch model, banks and credit unions and regional teams (OSJs) with a focus on driving growth, a superior service experience, and the delivery of an Advice-Centric Experience®. Cetera's multi-affiliation growth model is designed around specialty communities to enable financial professionals to grow their way.

About Cetera Financial Group®

Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial professionals as well as trusted tax professionals and banks and credit unions. It's headquartered at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670.

Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

SOURCE Cetera Financial Group

Cetera has announced the affiliation of financial professional, Paul Weinberger, a full-service investment and tax professional based in Clearwater, FL. Weinberger currently supports $123 million...

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