Cetera Financial Group

Cetera Financial Group You bring the dreams. We’ll build the strategy. 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.

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Cetera Financial Group (CFG) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera’s principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of CFG). All the referenced entities are under common ownership.

In a fast-moving industry, great technology and dedicated support can make all the difference in growing your business.W...
05/29/2026

In a fast-moving industry, great technology and dedicated support can make all the difference in growing your business.

We’re excited to welcome Brian Zardavets, who recently joined Capital Financial Strategies through Cetera Wealth Management Group. Brian brings over 25 years of experience helping clients in or near retirement protect what they have worked hard to build, so they can live the lifestyle they want with confidence.

Why did Brian choose Cetera after spending nearly a year evaluating his options?

"The transition support has been excellent. They handled most of the paperwork and account transfers so I could focus on my clients. I'm also looking forward to their specialized expertise in marketing, technology, and products. That kind of backup lets me play to my strengths.”

Welcome to Cetera, Brian!

Meet the financial advisors shaping the future of wealth management! This year's Cetera Foundations event brought 29 ris...
05/29/2026

Meet the financial advisors shaping the future of wealth management! This year's Cetera Foundations event brought 29 rising stars to St. Paul, MN for an immersive three-day experience built around one goal: giving the next generation of advisors the tools, confidence, and community to thrive.

Representing three Communities and six regions of Cetera, these early-career professionals tackled everything from growth planning and accountability to the practical skills that build lasting client trust.

The future of this industry is in good hands – and we couldn't be more proud to help shape it.

Congratulations to Ladan Massir, Cetera's Senior Managing Director, Growth Marketing & Digital Experience, for being nam...
05/28/2026

Congratulations to Ladan Massir, Cetera's Senior Managing Director, Growth Marketing & Digital Experience, for being named one of Women We Admire's 2026 Top 50 Women Leaders in Marketing for the second year in a row!

This award recognizes women shaping the future of marketing who drive innovation, break barriers, and set new standards - which is exactly what Ladan does every day to help Cetera's financial professionals grow and succeed. Known for translating complex business challenges into scalable, measurable marketing programs, Ladan has built a reputation as a strategic operator who delivers both vision and ex*****on.

Thanks, Ladan, for the continued impact you make in our industry and for the financial advisors and institutions we serve! Learn more here: https://thewomenweadmire.com/leaders/ladan-mirzadeh/

*Finalist, Top Women Leaders in Marketing 2026, issued by Women We Admire. Selection is based on internal evaluation; paid membership is required. This recognition is not indicative of future investment success or a client endorsement. No compensation was provided for participation.

Most advisors avoid the long-term care conversation. But what if it was easier than you think?This August at Connect2Pee...
05/27/2026

Most advisors avoid the long-term care conversation. But what if it was easier than you think?

This August at Connect2Peers, Harlan Wenig is leading a Hot Topic session "How Do Risk Mitigation Products Fit Into Growing and Successful Advisors' Practices" and it's reshaping the way advisors think about protection planning.

This session covers two areas where advisors are seeing real results:

✅ Long-term care - how peers are introducing the conversation naturally, and how straightforward it can be to do right by your clients
✅ Variable Universal Life (VUL) - the benefits of VUL products and how they may be the right fit for certain clients

This is peer-to-peer learning at its best: real advisors sharing what's working in their practices. We're excited to see you there!

Financial advisor Rick Bergstrom built his career around a simple conviction: public servants deserve a financial adviso...
05/27/2026

Financial advisor Rick Bergstrom built his career around a simple conviction: public servants deserve a financial advisor who truly understands their world. That philosophy has earned deep trust, with 130 to 150 new clients joining through referrals every single year.

Cetera welcomes Rick and his 7G Wealth Management team to our Summit Financial Networks Community. With 21 years in financial services, Rick has built a Tallahassee-based practice deeply rooted in serving law enforcement officers and public-sector employees. His father was a police officer, and serving that community was a natural path.

He chose Summit for its culture of personal service, direct leadership access, and for the independence to offer clients the products and strategies best suited to their specific financial circumstances, without corporate oversight constraining those choices.

Welcome to Cetera, Rick and team! Read more here: https://cetera.com/press-room/welcome-rick-bergstrom

In honor of AAPI Heritage Month, our AAPI Employee Resource Group brought colleagues together across Cetera’s Dallas and...
05/26/2026

In honor of AAPI Heritage Month, our AAPI Employee Resource Group brought colleagues together across Cetera’s Dallas and El Segundo offices to share traditions, authentic flavors, and meaningful moments. Events like these are a reflection of who we are: a community where every background and story has a place at the table.

The M&A landscape is evolving rapidly, and Michael Molnar will be at Wealth Management EDGE to break it all down as a pa...
05/26/2026

The M&A landscape is evolving rapidly, and Michael Molnar will be at Wealth Management EDGE to break it all down as a panelist for "M&A Insights: Trends, Valuations, and the Road Ahead." Featured on the main stage, Michael will offer forward-looking perspectives on deal activity, market drivers, and what lies ahead for advisors navigating this complex environment.

If you're attending, this is a session you won't want to miss - and be sure to visit your friends at Cetera at booth 108 to talk about how evolving M&A trends can impact your firm’s value, growth strategy, and long-term plan.

Remembering and honoring the brave individuals who made the ultimate sacrifice in service to our country.
05/25/2026

Remembering and honoring the brave individuals who made the ultimate sacrifice in service to our country.

We’re pleased to welcome Bob Hartland to Cetera’s Summit Financial Networks community!As Bob considered his move, he foc...
05/22/2026

We’re pleased to welcome Bob Hartland to Cetera’s Summit Financial Networks community!

As Bob considered his move, he focused on building a long-term home for his business with the flexibility to operate as an independent advisor. Following a referral to Cetera, Bob chose the company for its array of investment solutions that align with his approach and client needs, access to Pershing, and the tools and growth resources needed to serve his clients well.

“Taking care of my clients now while setting up a framework for a successful transition in the future is what’s most important,” Bob said.

Bob is based in Sun City Center, Florida. Please join us in welcoming Bob to Cetera.

Your income is one of your most important financial assets, yet it's often one of the least protected.Disability Insuran...
05/21/2026

Your income is one of your most important financial assets, yet it's often one of the least protected.

Disability Insurance Awareness Month serves as a reminder that income protection plays a critical role in long‑term financial planning. An unexpected illness or injury can have lasting ripple effects on savings, retirement timelines, and financial security, especially without a strategy in place.

If you've ever wondered whether disability insurance belongs in your financial plan, now is a great time to explore it. Your Cetera financial professional can walk you through your options and help you find an approach that fits your life.

A significant opportunity is open at Cetera and we're looking for the right leader to own it. Our Principal Privacy Offi...
05/20/2026

A significant opportunity is open at Cetera and we're looking for the right leader to own it.

Our Principal Privacy Officer will drive Cetera's enterprise privacy strategy across privacy, cybersecurity, data governance, and AI, ensuring regulatory compliance with evolving U.S. financial services privacy laws while shaping the policies and practices that protect our clients and firm. The leader in this role will also help guide the ethical and compliant use of emerging technologies, influencing how responsible innovation takes shape across the enterprise.

If you're a privacy executive ready to lead at the intersection of strategy, compliance, and innovation, we'd love to connect. The full role is linked in the comments below.

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2301 Rosecrans Avenue , #5100
El Segundo, CA
90245

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