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Financial Specialists

Built for those who are always looking at the big picture.

As a tax professional, you have a unique perspective into your clients’ financial lives and a competitive advantage to offer them more. Work with a firm who fully believes in the power of holistic wealth management.

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A Complement to Your Services

Financial advice goes beyond an investment portfolio. Cetera Financial Specialists is built specifically to help tax professionals implement and maximize financial planning services within their existing practice. Further define and enhance the important guidance you provide with high-touch service from experienced professionals who understand both sides of your business.
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Your Business Is Our Specialty

Financial planning is an important component of your business and needs to work in concert with your suite of services for overall success. Be part of a family of firms who believes in the importance of togetherness.

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Creating the Tools for Holistic Success

Build your financial planning business on your terms with the resources and capabilities designed to help you thrive.

Support Where You Need It

Get hands-on, personalized service from individuals who provide access to strategies, solutions, and training needed for growth. Your Regional Planning Specialist is your business consultant in the field, while your Internal Planning Specialist is your direct connection to the firm.

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Business Prospecting Capabilities

Find opportunities within current clients using our RightBRIDGE® and 1040 Prospector® business analysis tools. This pair of tools examines your book of business from both financial accounts and tax information and pulls a daily list of five clients to check in with.

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Marketing to Stay Top of Mind

Use our turnkey communications software to develop actionable campaigns that drive results and a compliant texting tool to deepen relationships. Work with our Marketing team for personalized recommendations and lead generation strategies for future growth.

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Consultative Resources to Help Drive Growth

Access proprietary business analysis software that looks for growth opportunities, work with advanced planning specialists for support with sophisticated cases, take advantage of professional development opportunities throughout the year, and much more.

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“In this business, you really are a confidante, an advocate, and someone who the client can share their fears and their most intimate details about their lives because they know that you really are a trusted advisor.”

-Jacob Rosenberg | Bernath & Rosenberg, PC | Cetera Financial Specialists

Advise. Build. Grow. Your Future Awaits.

Make a plan for future success. Take your business to the next level with the subject-matter experience, custom support, and comprehensive wealth management capabilities designed to help you succeed.