#United States #San Diego #Cetera Financial #Gigi Schneppat #Ironwood Family Wealth

Gigi Schneppat Transitions to Cetera for Enhanced Client Support

Gigi Schneppat, a well-respected financial advisor, has recently made the strategic decision to join Cetera after a noteworthy 15-year tenure with Commonwealth Financial Network. With approximately $60 million in assets under administration, Schneppat is now part of Ironwood Family Wealth Advisors, a prominent firm within the Cetera community, both located in Arizona. This collaboration marks a significant chapter in her career, allowing her to serve clients with a renewed vigor and enhanced support.

Why the Shift?

Schneppat's move to Cetera stems from her desire to work in a larger, more collaborative environment that resonates with her values and investment philosophy. She expressed her admiration for Ironwood's multigenerational approach to wealth management and its commitment to delivering exceptional client service. "Being part of a team that prioritizes shared values and has a focus on client service was significant for me," she stated.

Her experience in retirement income planning has equipped her with the tools to help clients navigate intricate financial transitions. She understands the fears associated with moving from a steady paycheck to a retirement income model. "Not getting a paycheck can be scary," Schneppat acknowledged. "Therefore, I endeavor to help couples create a reliable income stream to sustain the retirement lifestyle they dreamt of."

A Focus on Empowering Clients

A particular area of passion for Schneppat is supporting women confronting daunting financial choices following the loss of a spouse, be it through death or divorce. Many women often find themselves reliant on their partners to manage investments, and losing that support can complicate their financial journeys. "I strive to educate and empower these women so they can confidently take the reins of their financial futures," she shared, displaying her commitment to social impact and client support.

By choosing to join Cetera, she aims to continue providing tailored, objective advice within a collaborative framework. After attending Cetera's Connect2Peers event, she was impressed by the firm's technological capabilities and dedication to advisor autonomy, reinforcing her belief in her new choice. "I had the opportunity to engage with both advisors and Home Office staff, and it solidified my confidence in the environment that Cetera fosters," Schneppat recalled.

Cetera's Commitment to Advisors

Todd Mackay, President of Cetera Wealth Management, expressed enthusiasm about Schneppat joining the team. "We are excited to support her in her commitment to client service. Her energy and enthusiasm align with our values and are exactly what we love to see at Cetera," he stated.

Cetera Financial Group stands out in the realm of financial advisory services by empowering independent advisors with personalized support. It serves as a hub for nearly 12,000 advisors, facilitating sustainable growth through a multi-channel ecosystem that prioritizes modern technology and integrated wealth solutions. The firm manages over $590 billion in assets under administration, underscoring its robust status in the financial sector.

In conclusion, Gigi Schneppat's transition to Cetera opens new doors for both her and her clients. By joining a community driven by shared values and a commitment to premier service, she is poised to make a significant impact on the financial well-being of those she serves. Every move she makes reflects her commitment to enhancing the client experience and contributing positively to their financial futures.

Learn more about Cetera at Cetera.com.