Dedicated to tax professionals like you.
The best of both worlds, made even better
Grow both your tax and wealth management businesses with Cetera Financial Specialists’ high-touch, red-carpet support, and holistic understanding of your business model.
Boutique
901
financial professionals*
Trusted
97%
financial professional retention rate*
Experienced
15.6 yrs
average team tenure*
No license? No problem!
Whether you're a tax pro without a securities registration or an advisor without a CPA or EA license, we can help you get the credentials you need or facilitate a strategic partnership so you can offer your clients greater finanical well-being.
Find new growth with our customized benefits
High-touch support
Our in-office consulting and targeted support maximizes your bottom line by reducing practice-management burdens.
High-touch support
Our in-office consulting and targeted support maximizes your bottom line by reducing practice-management burdens.
“Our family culture is inevitable, born of the personal relationships created by our high-touch support. Success is just easier in that environment of trust.” Ron KruegerPresident
Talk with us today
Connect with one of our Business Development Specialists to learn about our Onboarding Navigator experience and how we help tax preparers, CPAs, and enrolled agents build thriving wealth management practices.
*Number of financial professionals as of April 30, 2025. Average retention rate form 2022 - 2024. Average team tenure as of Dec. 31, 2024.