Cetera Financial Group Expands Its Team with Top Advisor Tim Clairmont

Cetera Financial Group Welcomes Tim Clairmont

Cetera Financial Group has recently announced the addition of a highly respected advisor, Tim Clairmont. Known for his extensive experience and considerable assets under administration, Clairmont's arrival signals an exciting development for the firm and its clients. As the founder of Clear Financial Partners, Tim brings two decades of expertise in comprehensive financial planning and investment advice to Cetera Wealth Partners.

As of October 11, 2024, Clairmont managed an impressive $235 million in assets, showcasing his capability and dedication to his clients. His alignment with Cetera was fueled by a rigorous selection process, emphasizing the need for a partner that not only possesses the necessary resources but also embraces a forward-thinking approach in today’s rapidly evolving financial landscape.

"I’ve been searching for the right broker-dealer and RIA partner for quite some time now. After thorough examination and due diligence, I am thrilled to have chosen Cetera as our firm’s ideal partner," said Clairmont. This statement reflects his commitment to ensuring that he provides the utmost service and financial strategies to his clientele.

Tim Clairmont’s accolades in the field include being recognized as a Top of the Table Member of the Million Dollar Round Table, an esteemed body that reflects high standards in investment advisors and insurance professionals. Apart from client advisory, he has also established the ClearFP Advisor Program, which aims to empower fellow advisors by providing crucial educational resources and insights into effective financial practices.

"The consistent success we experience in recruiting top-tier talent like Tim merges beautifully with the culture we've cultivated at Cetera," commented Tom Halloran, Head of Advisor Channel Communities at Cetera. Halloran expressed excitement over the robust service and growth-oriented mindset Clairmont will bring, further enhancing Cetera’s capabilities.

Clairmont is not only impressive in managing assets but is also well-versed in various financial securities registrations, including Series 6, 7, 24, and others. Since the establishment of Clear Financial Partners in 1997, he has utilized a holistic planning approach to guide clients in navigating their financial journeys effectively.

Notably, Clairmont’s influence extends beyond local borders—he has spoken to over 14,000 insurance and financial advisors worldwide at the MDRT Annual Meeting, sharing valuable insights on emotional intelligence. Such high-profile engagements spotlight his recognition and respect within the global finance community.

Cetera Financial Group, as the premier financial advisor Wealth Hub, offers a comprehensive platform for financial professionals, ensuring they have the necessary tools and support to excel. The organization prides itself on dispelling the traditional IBD model by providing innovative solutions that cater to the unique needs of financial advisors and institutions.

As of June 30, 2024, Cetera maintains oversight of $521 billion in assets under administration, contributing to an environment where independent financial advisors can thrive. The firm’s ongoing commitment to enhancing advisor satisfaction is evident in their impressive rating of 4.8 out of 5 stars based on feedback from nearly 35,000 reviews, enabling them to adjust to advisors' needs meticulously.

In conclusion, Tim Clairmont's partnership with Cetera not only bolsters the firm's advisory offering but also underscores a collective commitment to providing exemplary financial services. With Cetera’s robust resource backing and Clairmont’s extensive expertise, clients can expect a heightened level of personalized financial guidance moving forward. For further information, visit Cetera Wealth Partners.