Cetera Financial Specialists

Where tax management and wealth management meet to inspire greater success

Built for tax professionals who implement wealth management services into their practice, Cetera Financial Specialists offers a unique consultative model to help you establish, enhance, and expand your guidance business. This community is comprised of tax and accounting professionals who believe in the importance of delivering more value to their clients through comprehensive, independent financial guidance.

If you’re a client of a financial professional affiliated with Cetera Financial Specialists, visit the Cetera Financial Specialists page.

Our Offerings

Red-carpet service

You’ll benefit from concierge support with our home office team’s Red-Carpet Experience service model. The team looks at both sides of your business to find the solutions that meet your business goals and keep you focused on clients. You’ll also have direct access to senior executives and strategic partners so that you always feel connected to what’s happening in our community.

Red-carpet service

You’ll benefit from concierge support with our home office team’s Red-Carpet Experience service model. The team looks at both sides of your business to find the solutions that meet your business goals and keep you focused on clients. You’ll also have direct access to senior executives and strategic partners so that you always feel connected to what’s happening in our community.

A community of learning

Lessons mean more when they come from those who’ve been in your shoes. Attend our annual events, like our Excellerate conferences, where you can learn from peers and home office staff to grow your knowledge and find new opportunities for success.

For more about why tax professionals choose Cetera, see The Cetera Difference.

A community of learning

Lessons mean more when they come from those who’ve been in your shoes. Attend our annual events, like our Excellerate conferences, where you can learn from peers and home office staff to grow your knowledge and find new opportunities for success.

For more about why tax professionals choose Cetera, see The Cetera Difference.

“We’re passionate about providing a red-carpet experience day in and day out. Superior support and service that’s hands-on, high-touch, and second to none in the industry—that’s what makes us uniquely us.”

-Gregg Ruvoli, President and CEO, Cetera Financial Specialists

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.