Cetera Welcomes Experienced Husband and Wife Team to Cetera Wealth Partners
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SAN DIEGO, Sept. 4, 2024 ~ Cetera Financial Group, a leading financial advisor Wealth Hub, has recently announced the addition of a seven-person team to their firm. The team, known as Innovative Premier Financial Services (IPFS), is led by husband and wife duo David and Kate Frank. With over 60 years of combined experience in the financial services industry, the Franks have built a successful practice serving approximately 500 clients.

The decision to join Cetera Wealth Partners was driven by the firm's comprehensive options for clients. "As we started a search to transition our business, Cetera immediately stood out for the breadth of options that we can offer our clients," said Kate Frank. "Between the expert investment management research team, robust investment option lineup and industry-leading technology resources, it was clear that Cetera was the best fit for our clients and our business from every angle."

In addition to their impressive resources, Cetera's culture and mindset also aligned with IPFS's focus on serving clients who prioritize legacy, estate and business planning over simply accumulating wealth for themselves. "Cetera clearly understands and appreciates our business and goals," said David Frank. "As we focused on growth of our business, Kate and I were both blown away by the extensive strategic growth resources Cetera provides."

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Tom Halloran, Head of Advisor Channel Firms at Cetera Wealth Partners, expressed his excitement about having David and Kate join their team. "David and Kate are talented, dedicated and dynamic advisors whose commitment to their clients and their business is second to none," he said. "I'm proud they've chosen to join Cetera Wealth Partners, where they will fit right in and find this to be their long-term professional home."

The Franks have been serving the Houston area since the early 1990s and hold various registrations including Series 7, Series 66, Series 65 (Kate) and Series 7, Series 24, Series 63, and Series 65 (David). Kate currently leads the growth and development of insurance financial representatives at IPFS while David has dedicated his career to educating clients on various financial strategies and products. His professional history includes producing a financial talk radio show and speaking at numerous public engagements.

Cetera Wealth Partners is excited to welcome the Franks and their team to their firm. For more information about Cetera Wealth Partners, visit their website. To learn more about Innovative Premier Financial Services, click here.

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