Cetera Financial Group Welcomes New Team with Over $250 Million AUA to Strengthen Wealth Partners

Cetera Financial Group Welcomes New Team



Cetera Financial Group, a leading hub for financial advisors, recently announced a significant addition to its Cetera Wealth Partners. The Corporate Plans Retirement Strategies LLC has officially joined the organization, bringing with it an impressive $250 million in assets under administration (AUA) as of July 1, 2024. This move comes as part of Cetera's continuous effort to enhance its community of wealth advisors and provide superior services to clients.

The New Team at Cetera Wealth Partners



Corporate Plans Retirement Strategies LLC, based in White Plains, NY, operates under the leadership of Brian Vieselmeyer, Peter Swansen, Jr., and Gerald M. Mirra, CLU, ChFC, RICP. Together, they have over 81 years of industry experience, with Mirra being a seasoned expert in the field since founding the firm in 1985. The firm's primary focus has been on delivering comprehensive financial planning and investment advice, particularly catering to small businesses, their owners, and a variety of individuals and families.

Joining Cetera from Equity Services marks a new chapter for the team. Tom Halloran, Head of Advisor Channel communities at Cetera, expressed his enthusiasm about this merger, noting, "I am thrilled to welcome this talented team of advisors to our firm. Our value proposition of a small community feel for networking and support, paired with the vast resources of a major broker-dealer, was a significant draw for them."

Enhanced Value for Clients



Vieselmeyer echoed Halloran's sentiments, stating that the merger is a strategic move designed to benefit both their firm and their clients: "The top-tier technology offered by Cetera through their state-of-the-art advisory platform will allow us to deliver tremendous value to our clients. The access to a broader array of products through Cetera is a game changer, setting us up for success in the years to come."

A Rich Legacy of Experience



Corporate Plans Retirement Strategies LLC began with a mission to meet the employee benefits and retirement planning needs of small businesses. Over time, they have expanded their services to include a larger clientele base, helping individual clients with various financial needs. Mirra, who holds the most experience in the firm, has navigated the financial landscape through multiple market cycles, making him a valuable asset in guiding clients toward their financial objectives.

Vieselmeyer joined the firm in 2012, following a successful tenure as an investment specialist with Mass Mutual Westchester. Swansen came on board in 2015, armed with over a decade of experience from MetLife. This impressive track record of the partners ensures clients receive seasoned advice tailored to their unique circumstances.

About Cetera Financial Group



Cetera Financial Group stands out as a pioneering organization in the financial advisory space, dedicated to enhancing the control and value creation for its financial professionals and institutions. Owned by Cetera Holdings, this network provides essential resources and support to independent financial advisors, tax professionals, licensed administrators, and large enterprises. As of September 30, 2024, Cetera oversees more than $545 billion in assets under administration and $235 billion in assets under management.

Cetera's commitment to advisor satisfaction is evidenced by a recent survey that indicated a strong satisfaction rating of 4.8 out of 5 stars, reflecting their dedication to maintaining a high standard of service in the financial advisory realm.

For more information about Corporate Plans Retirement Strategies LLC, Cetera Wealth Partners, or Cetera Advisor Networks, you are encouraged to visit their respective websites and social media channels.

In conclusion, Cetera Financial Group's welcoming of Corporate Plans Retirement Strategies LLC marks a significant enhancement to their wealth partners community, ensuring that clients receive top-tier service and comprehensive financial planning backed by a team with extensive expertise.

Topics Financial Services & Investing)

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