During National Disability Employment Awareness Month, Cetera takes time to build understanding about disability employment and to recognize the significant contributions that team members with disabilities contribute to our culture of excellence. Learn more here: https://lnkd.in/edCRXcd6
Cetera Financial Group
Financial Services
San Diego , CA 63,753 followers
You bring the dreams. We’ll build the strategy.
About us
We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike. As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life. ___________________________ “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), and Cetera Financial Specialists LLC. All firms are members FINRA/SIPC. Cetera Financial Group is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. 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.
- Website
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https://www.cetera.com
External link for Cetera Financial Group
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- San Diego , CA
- Type
- Privately Held
- Founded
- 1981
- Specialties
- Wealth Management Services, Financial Advisory, Financial Services, Financial Modeling, Financial Planning, Financial Markets, Fintech, Broker Dealer Compliance, Broker Dealer Operations, Retirement Planning, Retirement Plan Consulting, Tax Advisory, Inheritance Tax Planning, Estate Planning, Estate Tax Planning, Education Savings, Saving for Education, 529 Plans, College Funding Strategies, Healthcare Consulting, and Collaborate Innovation
Locations
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Primary
655 W. Broadway
San Diego , CA 92101, US
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2301 Rosecrans Avenue
Suite 5100
El Segundo, California 90245, US
Employees at Cetera Financial Group
Updates
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We had a great time celebrating the contributions of all involved this year. Congratulations to the Cetera advisors who were recognized and thank you to Invest in Others Charitable Foundation for hosting an amazing event and awards program!
Last week, we celebrated the charitable work of 91 financial advisory professionals during the Invest in Others Awards Gala in Boston. As a result, IiO will disburse more than $1 million dollars in grants to their favorite charities thanks to the generosity of our sponsors and donors. Check out this video to relive the joy and inspiration experienced by nearly 700 attendees. Then be sure to mark your calendars for the 19th Annual IiO Awards next year on September 25, 2025 in Boston.
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On Friday, we’ll receive the non-farm payroll report. Join CIO @Gene Goldman, CFA, on this week’s episode of #TheWeekAhead as he explains why this report is so important both to the #financialmarkets and the #Fed. https://lnkd.in/eBGrDfHG
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How should advisors adjust client portfolios as the Fed cuts rates for the first time in more than four years? CIO Gene Goldman, CFA offers his perspective to etf.com reporter Jeff Benjamin, suggesting there may be attractive opportunities to increase exposure to "under-loved" areas of the markets. https://lnkd.in/gwr9ysxn
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We’re hosting our third annual #Connect2Impact Symposium Oct. 28 – Oct. 30 in Atlanta, Ga. This experience will feature discussions on the event theme, Playing a Different Game, Brick by Brick, including deepening diversity, equity, inclusion and belonging in the financial advice profession. Cetera financial professionals – there is still time to register before the extended Oct. 2 deadline! Contact [email protected] to register and learn more. https://lnkd.in/e8fgVFp6 #Cetera
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The Cetera Investment Management Chartbook is a compilation of dashboards, indicators, and timely charts. What is the data saying about the economy and financial markets? Click in the link for our Q4 2024 Chartbook to find out: https://lnkd.in/enJfyt2x
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The Retirement Planning Group's fourth acquisition this year brings three employees and nearly $200 million in assets under management as of Dec. 31, 2023, to Cetera/TRPG. Welcome, Parrot Wealth Management! https://lnkd.in/eh4U6cTu
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The Cetera Investment Management Fourth Quarter Outlook discusses potential implications from the Fed’s new interest rate cycle. A weakening labor market should bring more cuts, but is the Fed too late? The report also discusses what this means for both stocks and bonds. Click here to read more: https://lnkd.in/eejSefbD
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On Friday, we’ll receive the personal income and spending report, following last week’s #Fed rate cut. Join CIO Gene Goldman, CFA, on this week’s episode of #TheWeekAhead as he discusses key perspectives this report provides into the direction of consumer spending and inflation. https://lnkd.in/eBGrDfHG
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Financial Advisor George Elkin and his nephew, Financial Advisor Josh Elkin, knew they’d found the perfect home for their practice as soon as they discovered North Ridge Wealth Planning and Cetera Advisor Networks. Welcome to Cetera, George and Josh! https://lnkd.in/eBSDxP2b