Cetera Welcomes $450 Million AUA Advisor to Cetera Financial Specialists
SAN DIEGO, Dec. 18, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced today that Bill Schumann, CFP®**, has joined Cetera Financial Specialists from Grove Point Investments. Schumann provides comprehensive financial planning and investment advice to clients and had $450 million in assets under administration* as of May 30, 2023.
- SAN DIEGO, Dec. 18, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced today that Bill Schumann, CFP®**, has joined Cetera Financial Specialists from Grove Point Investments.
- "Cetera Financial Specialists' unique focus on tax professionals gives it an efficient, small-firm feel with access to the large-firm resources that make Cetera a powerful industry leader," Schumann said.
- "Bill's recruitment provides yet another example of Cetera Financial Specialists' ability to attract high-caliber financial professionals," said Ron Krueger, president of Cetera Financial Specialists.
- Click here for more information about Cetera Financial Specialists.