#United States #San Diego #Financial Advisor #Cetera #Kim Ramchandani

Kim Ramchandani Joins Cetera Financial Group

San Diego, CA - Cetera Financial Group proudly announces the addition of veteran financial advisor Kim Ramchandani, who brings her commitment to relationship-centric financial planning to the firm. After nearly two decades at LPL, where she successfully managed approximately $206 million in assets, Ramchandani is excited to leverage Cetera’s robust platform to enhance her services.

Ramchandani's distinct philosophy towards financial planning is deeply personal and rooted in meaningful client relationships. She believes that financial advice should be tailored to individual circumstances and accessible to everyone, regardless of their investment experience or account size. "Every client has a unique financial journey; my goal is to understand their specific needs and craft tailored solutions that evolve with their lives," she states.

The transition to Cetera comes after a series of organizational changes at LPL that challenged her working relationships, particularly in the context of the investment program at Webster Bank. Ramchandani expressed her dissatisfaction with these transitions, noting that she felt her concerns were often overlooked. She recognized that Cetera's emphasis on robust advocacy and support for its advisors would create a more conducive environment for her practice.

"Cetera offered me a chance to reconnect with familiar faces and return to a platform that truly values its advisors. It has a well-established reputation for nurturing growth, which is crucial for my aspirations moving forward," she explained. At Cetera, she is reuniting with former colleagues, including Brian Neyland, who shares her passion for providing high-quality financial advice.

LeAnn Rummel, President and CEO of Cetera Investment Services, welcomed Ramchandani into the fold, affirming that her approach aligns perfectly with Cetera’s values. Rummel commented on the importance of trust, empathy, and education in financial relationships, praising Ramchandani for embodying these qualities.

Cetera Financial Group stands as a beacon for independent financial advisors, offering a supportive ecosystem that allows them to thrive on their terms. With a selection of flexible affiliation models and comprehensive business solutions, Cetera empowers professionals like Ramchandani to cultivate their practices effectively. As of September 2025, Cetera firms managed approximately $625 billion in assets, showcasing robust growth and advisor satisfaction.

Ramchandani’s arrival marks a significant enhancement to Cetera’s offerings, particularly for clients seeking profound, capacity-driven guidance through all stages of financial decision-making. In an industry increasingly focused on technology, Ramchandani’s people-first approach provides a refreshing reminder of the human element of financial advising.

With this move, Ramchandani aims not just to grow her client base but to foster continuous long-term relationships, ensuring each client receives the attention and support they deserve throughout their financial journey. This realignment represents a promising new chapter in her career, one that prioritizes empathy, transparency, and empowered financial education. The future looks bright for Kim Ramchandani as she embarks on this new endeavor with Cetera, reaffirming her commitment to exceptional financial service and client advocacy.