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Submitted by planningpartners on Wed, 09/30/2026 - 20:46

Client Portals

Access your account through the appropriate client portal below. If you are unsure which portal to use, please contact your Wealth Advisor.

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Form CRS
ADV Part 2A

Cetera Planning Partners (“CPP”) is an investment adviser registered with the U.S. Securities and Exchange Commission.

Securities may be offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services may be offered through Cetera Planning Partners and/or Cetera Investment Advisers LLC, both registered investment advisers. Cetera named entities are affiliated. Additional insurance or other financial services may be offered through appropriately licensed affiliated or third-party professionals, as applicable.

Learn more about our firm’s background and investment professionals through FINRA’s BrokerCheck and the SEC Investment Adviser Public Disclosure site. Cetera Planning Partners is an SEC-registered investment adviser. Registration with the SEC does not imply approval, endorsement, or any particular level of skill or training. Advisory services are subject to applicable agreements, disclosures, risks, limitations, and conflicts of interest described in the firm’s Form ADV Part 2A. Investing involves risk, including the possible loss of principal, and no strategy can guarantee a profit or protect against loss. Tax preparation, bookkeeping, payroll, insurance, estate planning coordination, and related services may be provided by affiliated or third-party professionals and may be subject to separate agreements, qualifications, fees, and limitations. Cetera Planning Partners does not provide legal advice. Clients should consult their tax or legal professionals regarding their individual circumstances. 2301 Rosecrans Ave, Suite 5100, El Segundo, CA 90245 800-879-8100.

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