Cetera Financial Group

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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.

Growing your business takes more than a great idea – it takes the right infrastructure behind you.GrowthLine gives advis...
10/16/2026

Growing your business takes more than a great idea – it takes the right infrastructure behind you.

GrowthLine gives advisors and institutions access to a comprehensive suite of marketing resources designed to elevate visibility, strengthen brand identity, and drive meaningful growth. From building a modern digital presence to supporting client events and ongoing engagement, GrowthLine delivers the tools and strategy to help advisors grow with intention.

Click through to explore a few of the ways GrowthLine helps turn growth goals into measurable results.

Financial advisor Cullen Johnson, RICP®, ChFC®, has joined Cetera, bringing nearly a decade of experience in financial p...
10/16/2026

Financial advisor Cullen Johnson, RICP®, ChFC®, has joined Cetera, bringing nearly a decade of experience in financial planning. He began his career with Northwestern Mutual, providing insurance and investment solutions, before deciding to make the move for greater autonomy and flexibility in building plans tailored to each client's individual goals. Based in Green Bay, Cullen aligns with Vero Wealth Group, within the Cetera Wealth Partners Community.

As he steps into this new chapter, Cullen is focused on offering continued excellence to his clients. Through a holistic planning philosophy and Cetera's wide range of product offerings and support, he is well-positioned to support his clients as they pursue their most important life goals.

Welcome to Cetera, Cullen!

Sean Marrin leads Cetera's RIA Network, a Community built for independent advisors who run their own RIA firms and want ...
10/15/2026

Sean Marrin leads Cetera's RIA Network, a Community built for independent advisors who run their own RIA firms and want the connection of a peer network without giving up the autonomy that drew them to the RIA model in the first place.

The Community combines entrepreneurial independence with intentional connectivity: Advisors get to run their own RIA while streamlining operational complexity through technology, compliance support, marketing resources, and service capabilities, freeing up more time for clients and growth. For Sean, that balance is the point: advisors shouldn't have to choose between independence and support.

His approach to leading the Community reflects that same philosophy. Sean describes his leadership style as centered on empowerment, service, and connection – listening, removing obstacles, and linking advisors to the resources and relationships that help them succeed, all while protecting the independence that's critical to their business. He measures success not just in growth numbers, but in the strength of the relationships and engagement advisors find within the Community.

Outside of work, Sean stays active in the Colorado outdoors and spends much of his free time on the sidelines with his wife, Erinn, watching their twin 16-year-old daughters play flag football and soccer.

After eight years with LPL, financial advisor Michele Johnson, CFP®, set out to find stronger support and a more collabo...
10/15/2026

After eight years with LPL, financial advisor Michele Johnson, CFP®, set out to find stronger support and a more collaborative environment. Cetera and Prosperity Advisors offered exactly what she was looking for.

At Cetera, Michele and her Ohio-based practice, Elevated Wealth Solutions, gain the support to elevate how they serve individuals at every stage of life, with a focus on retirement strategies, income replacement and wealth planning.

Michele is especially committed to helping women feel more confident about their finances, a focus that took root early in her career and still guides her practice today. We are honored she chose Cetera to help her continue that work.

Read the press release here: https://bit.ly/4zvRayb

Most cybersecurity content for financial professionals looks the same: a list of things you should probably already be d...
10/14/2026

Most cybersecurity content for financial professionals looks the same: a list of things you should probably already be doing.

Cetera's answer to the threat landscape is different.

We've implemented enterprise-grade endpoint protection across advisor devices – the same platform trusted by the federal government and the most security-mature firms in financial services. We also added continuous device compliance monitoring to ensure that any device accessing client data meets Cetera's security standards.

And we’ll continue making these enhancements as part of a structured, ongoing Risk Management Program – because protecting our financial professionals and their clients is one of the best investments we can make.

10/14/2026

After evaluating nearly a dozen firms, financial advisor Jorge Martinez found what he was looking for at Cetera: the independence to build his business his way, backed by the support to help it grow.

Through Cetera's branch model, Jorge retains ownership of his client relationships while gaining access to technology, resources, and a community of advisors who share ideas and best practices. For him, the combination of independence and support made the decision clear.

10/13/2026

The business you start rarely looks like the business you retire from.

In this clip from Industry Leader Insights with Chad Coe, Cetera CEO Mike Durbin explains why Cetera supports a wide range of affiliation models: so advisors can choose the model that fits today and have room to change it as their practice grows.

Watch the full episode to learn how Cetera supports advisor growth, succession planning options, and our RIA and M&A strategy: https://bit.ly/4s0gbPD

Nick J. Russell, CRPC® isn't boxed in by product mandates or firm requirements dictating who he can serve. At Cetera, he...
10/13/2026

Nick J. Russell, CRPC® isn't boxed in by product mandates or firm requirements dictating who he can serve. At Cetera, he chooses the clients who are the right fit and the services that actually meet their needs – independence with no strings attached.

Cetera CIO Gene Goldman spoke with Business Insider's Alex Nicoll about a new Treasury Department rule letting donors gi...
10/12/2026

Cetera CIO Gene Goldman spoke with Business Insider's Alex Nicoll about a new Treasury Department rule letting donors gift individual stocks to children’s Trump Accounts.

Gene’s take: a gifted stock can mean ownership in a business at no cost and decades of tax-deferred growth. It can also mean single-stock exposure because gifted shares can’t be declined or sold for five years.

His framework for families: treat it as “a bonus on top of a diversified core.”

Read the full story: https://bit.ly/4hI1XPN

Financial advisor Zoltan Tasato-Farkas has focused his career on building long-term client relationships through active ...
10/12/2026

Financial advisor Zoltan Tasato-Farkas has focused his career on building long-term client relationships through active listening and thoughtful guidance. That focus has carried him through more than a decade at some of the industry's largest financial institutions, helping clients pursue their retirement, wealth management, and legacy planning goals. He brings that experience to his new role as Vice President and Financial Advisor with Bankoh Advisors located at Bank of Hawaii, affiliated with Cetera Financial Institutions, serving clients in Downtown Honolulu.

For Zoltan, that client-centered approach means understanding each person's unique financial objectives and sharing perspective with empathy and without judgment, a commitment that has helped him earn the trust of the individuals and families he serves.

Welcome to Cetera, Zoltan!

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2301 Rosecrans Avenue , #5100
El Segundo, CA
90245

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