Cetera Wealth Partners Adds N.Y.-Based Team With $250 Million in AUA
Financial adviser Cetera Financial Group announced that Corporate Plans Retirement Strategies LLC has joined Cetera Wealth Partners. The group, founded by Gerald M. Mirra, CLU, ChFC, RICP, joined Cetera from Equity Services and operates from White Plains, N.Y. Cetera Wealth Partners is a community within Cetera Advisor Networks.
Corporate Plans Retirement Strategies – led by partners Mirra, Brian Vieselmeyer, Peter Swansen Jr. – provides comprehensive financial planning and investment advice to clients and had more than $250 million in assets under administration as of July 1, 2024.
“I am thrilled to welcome this talented team of advisers to our firm,” said Tom Halloran, head of adviser channel communities at Cetera. “Our value proposition of a small community feel for networking and support along with all of the resources of a major broker-dealer was an attractive differentiator.”
Corporate Plans began as a way to meet the employee benefits and retirement needs of small businesses and their owners and has expanded to also serve a great number of individuals and families.
Mirra founded the firm with a long-time friend in 1985, while he was working for National Pension Service, a major provider of retirement plans. Vieselmeyer joined the firm in 2012 after serving as an investment specialist for Mass Mutual Westchester, and Swansen joined three years later in 2015 after working with MetLife for more than a decade.
“I am confident that joining Cetera Wealth Partners is the best move we could have made for the future of our firm and our clients,” Vieselmeyer said. “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. I know this, combined with the access we now have to Cetera’s broader set of products, will set our firm up for success both in the short term and long term.”
Last month, Cetera Financial Group announced that Arco Capital Partners had joined Summit Financial Networks, a community within Cetera Advisor Networks LLC. Arco Capital Partners is led by adviser and founder Robert Aiken and had approximately $287 million in assets under administration as of Dec. 31, 2024. The firm joined Cetera from Raymond James.
In December, Cetera Financial Group announced leadership changes; Todd Mackay was appointed president of Cetera Wealth Management, following Tom Taylor’s retirement. In this role, Mackay aims to drive organic growth strategies across all of Cetera’s channels and communities while continuously advocating for and innovating on the products and services needed in order to meet the evolving needs of advisers and their clients. Mackay reports to Mike Durbin and serves on Cetera’s executive leadership team.
As of Sept. 30, 2024, Cetera Financial Group oversaw more than $545 billion in AUA and $235 billion in AUM.
Click here to visit AltsWire directory page.
