Submitted by Mario.Vargas@c… on

One unified firm, built around you.

Cetera Planning Partners helps people keep financial decisions connected. For you, that means broader support and comprehensive planning for your business and financial life.

Start a Conversation
About Us

Strong support to guide your financial decisions.

We are a fiduciary RIA with planning, investment oversight, tax preparation, estate planning coordination, insurance guidance, and client service working together under one firm. That structure helps support stay consistent as your needs evolve.

See How We Work

A team built to support you over time.

More people and experience behind the scenes means more comprehensive care and greater continuity as your needs evolve.

100+

Team members*

10

Branches across the U.S.*

4,900+

Families trust us*

*As of 12/31/25

How we support you, step by step.

Explore our approach, our standards, and the people behind the work we do for you.

Our Client Promise

What you can expect from our planning-first, team-supported relationship over time.

See Our Promise to Clients

How We Work

A simple look at what you can expect when working with us, from first conversation to ongoing review.

See How We Work

Meet the Team

Get to know the people and teams supporting you, including planning, tax, investment, client service, and more.

Meet Your Team

Frequently asked questions about Cetera Planning Partners

We are built around a dedicated Wealth Advisor supported by a broader team. That team structure helps keep planning, taxes, investments, and estate coordination in the same conversation, so you do not have to repeat your story across multiple offices.

We work with individuals, families, and business owners who want ongoing guidance and a more connected planning experience. Many clients are approaching retirement or already retired and want help coordinating decisions as priorities become more complex.

We start with your current picture and what matters most now, then adjust as life evolves. The relationship is designed to stay involved over time, so your planning and decisions can adapt without starting from scratch.

Cetera Planning Partners is structured so support does not depend on one person alone. Your dedicated relationship stays anchored, and the broader team helps maintain continuity in planning and service if roles change over time.