Cetera Welcomes Experienced Husband and Wife Team to Cetera Wealth Partners
Txylo.com/10286136
Trending...
- RemoteIoT - Revolutionises Remote Device Management With Secure, Easy-to-Use Web-Based SSH Access
- Governor Abbott Signs Largest Generational Water Investment In Texas History In Lubbock
- Pregis Shares 2024 Sustainability Report Highlighting Progress in Circular Product Innovation, Emissions Accountability, and Global Impact
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."
More on Txylo.com
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.
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."
More on Txylo.com
- $750 Million Ketamine Drug Market Withing Reach via New Commissioner's National Priority Vouchers with Anticipated Approval by Year-End for NRx
- NUFABRX awarded Therapeutic Compression agreement with Premier, Inc
- Luxurious Estate in Keenes Pointe Hits the Market at $2.9 Million
- Simplilearn Partners with Michigan Engineering Professional Education to Launch Generative AI Applications for Leaders Program
- CredHub and ManageAmerica Partner to Empower Residents Through Seamless Rent Reporting Integration
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.
Filed Under: Business
0 Comments
Latest on Txylo.com
- SnapRefund and Centinel Announce Partnership to Launch PowerProtect™ Membership Program
- Texas: Governor Abbott Appoints Hussenoeder To TexNet Technical Advisory Committee
- Texas: Governor Abbott Appoints Young To 62nd Judicial District Court
- Texas: Governor Abbott Vetoes Senate Bill 3 (89R)
- Carlonoscopen Launches Base-Zero Number System — A New Mathematical Language for Tomorrow's Tech
- Flotek Announces Second Quarter 2025 Earnings Release and Conference Call Schedule
- New Study Reveals Nearly Half Of TikTok Shop Stores Generate Zero Sales Despite Platform's $100 Million Black Friday Success
- Speranza Dental Implant Centers Opens Their First Location
- Stalking Butler to revolutionize the trading industry
- WWSG Announces Exclusive Speaking Partnership with Former Australian Prime Minister Tony Abbott
- Judge Kimberly Allen Announces Campaign for 69th Judicial District Court in 2026 Republican Primary
- Aidaptive and BizCor Expand Inhabit Partnership with Native Enterprise-Grade Search for Streamline Customers
- Pikmykid Partners with Vivi to Enhance School Emergency Communication and Safety
- AI Meets Cybersecurity: IQSTEL and Cycurion Take Aim at $500 Billion Market Opportunity
- N A S D A Q Compliance Achieved Following Active Trading and Financing, UAE Acquisition & Major Brand Events: Lottery.com Inc., (N A S D A Q: LTRY)
- Caterpillar Inc. to Host 2025 Investor Day Nov. 4
- New Frontier Aerospace Successfully Tests Its Revolutionary Mjölnir Rocket Engine
- Profiting from Elder Harm: The Push to End Psychiatric Drugging in Nursing Homes
- Summit Welcomes David Beck, CPA, QPA, ERPA, as Senior ERISA Consultant
- Teknix Corporation: Revolutionizing the Future of Travel & Hospitality