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Meet the team built around your financial life.

At Cetera Planning Partners, you're supported by a dedicated team, with fewer handoffs, clearer communication, and decisions made with the full picture in mind.

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A collaborative team structure for a fully coordinated experience.

Working with CPP is designed to feel consistent and straightforward. Our structure is designed to give you steady support, coordinated guidance when decisions overlap, and clear next steps, so you always know where things stand and what comes next.

Meet the team

Explore the teams below to see what each group does and how their work connects back to your plan.

Wealth Advisors Tax Services Investments & Trading Estate Planning Client Service Bookkeeping & Payroll Leadership
Wealth Advisors
WEALTH ADVISORS

We start with your lead relationship.

Your Wealth Advisor will kick off the planning process by reviewing your financial situation and understanding what prompted you to reach out. From there, they will build and walk you through a personalized plan in real time designed to address your top priorities.

Along the way, you will receive clear recommendations across investments, tax strategies, and potential cost savings, helping you uncover opportunities you may not have seen before.

TAX SERVICES

Tax support stays connected to decisions.

Most people only think about taxes once a year. We integrate tax planning into your financial strategy year round. Your Wealth Advisor partners with our tax team to deliver proactive strategies, accurate projections, and seamless preparation and filing when needed, so your decisions are made with full tax awareness.

Tax Services
Wealth Advisors
INVESTMENTS & TRADING

A disciplined approach supports consistency.

Investment oversight is supported through process, monitoring, and ongoing evaluation designed to help keep portfolios aligned with risk considerations and time horizon. Your Wealth Advisor stays accountable for the relationship and recommendations. The investment and trading team supports implementation and ongoing oversight.

ESTATE PLANNING

Coordination helps keep your plan aligned.

Estate planning often connects to taxes, beneficiary designations, and long-term priorities. We help keep those decisions aligned over time, whether you already work with an attorney or need help finding resources.

Cetera Planning Partners (CPP) is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through select third parties unrelated to CPP.

Estate Planning
Client Service
CLIENT SERVICE

A team you can reach, with clear follow-through.

A strong client experience depends on responsiveness, organization, and knowing what happens next. Our client service team keeps requests, paperwork, and account needs moving with prompt communication, so you can expect clear next steps, help with day to day needs, and fewer repeated explanations.

BOOKKEEPING & PAYROLL

Support for business owners.

For business owners, bookkeeping and payroll can create recurring stress, especially when numbers are unclear or deadlines pile up. Cetera Planning Partners business services support bookkeeping and payroll through a practical process designed to keep records current and workflows organized.

Bookkeeping and Payroll
Leadership
LEADERSHIP

Supporting team culture and consistency behind the scenes.

Leadership helps ensure the process, standards, and resources are in place so our teams can deliver a consistent client experience over time.

Work with a team that’s centered around you.

You shouldn’t have to manage multiple relationships to keep your wealth organized. We pair you with a Wealth Advisor who coordinates a team around you, so guidance stays connected and intentional.

Connect with a Wealth Advisor

Answers to Common Questions About the CPP Team

If you’re new to Cetera Planning Partners, you may be wondering who you’ll work with and how our team model functions day to day. Here are answers to common questions about points of contact, coordination, and how support stays organized for clients.

You will work with a Wealth Advisor who serves as your primary relationship and long-term guide. Depending on your needs, additional team members may support planning, taxes, investments, insurance decisions, and service needs, so conversations stay connected without constant handoffs.

Yes. Your relationship stays anchored with a consistent point of contact, even when other teams support specific areas.

Financial planning helps clarify goals, priorities, and decisions over time. Wealth management helps align investment oversight and implementation with that plan. The intent is to keep recommendations connected to what matters most, not handled in separate lanes.

Yes. CPP can support year-round tax planning and, when appropriate, tax preparation and filing. Tax considerations are often discussed while decisions are being made, not only at filing time.

Teams are organized by specialty and supported by shared processes and communication so decisions stay coordinated. When a decision affects more than one area, the appropriate people step in to keep context consistent and next steps clear.

Yes. Our Business Services can support ongoing bookkeeping and payroll needs. The goal is a steadier rhythm, so records stay current, payroll stays organized, and year-end work is more manageable.