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CORPORATE SOCIAL RESPONSIBILITY
CETERA FINANCIAL GROUP
Caring Cetera
Caring Cetera is a 501(c)3 philanthropy founded by Cetera advisors. What began as a financial professional-led initiative at one community has grown exponentially into an organization-wide endeavor that involves Cetera advisors, employees, family members and countless other stakeholders. Caring Cetera pillars include: - The CeteraNext Diversity in Financial Planning Scholarship, developed for students enrolled in accredited financial planning degree programs with financial needs who have been
traditionally underrepresented in the financial planning profession, including racial minorities, women, and LGBTQ+. - Leaving a generosity footprint in the communities that host our events. - Responding to disasters and emergencies that occur in the communities where our advisors live and practice. - Aiding advisors, their staff and their family members who have suffered during times of unforeseen hardship.
An at-scale wealth hub, Cetera offers financial professionals and institutions the latest solutions, support, and services. Breaking away from a commoditized and homogenous IBD model, Cetera creatively addresses advisors’ unique needs, whether they are seeking to grow, scale, or transition with a merger, sale, investment, or succession plan. Cetera proudly serves independent financial advisors, tax professionals, licensed administrators, large enterprises, as well as banks and credit unions, providing an established and repeatable blueprint for scalable growth. Cetera’s approach empowers advisors to affiliate in whichever way they deem most appropriate. Cetera delivers holistic, unbiased financial planning and advice to Main Street investors, helping them achieve their version of financial wellbeing at all life stages. For financial professionals, Cetera provides growth and succession resources, an enhanced tech stack and importantly, an experience where financial professionals don’t feel like a number, but an integral part of Cetera’s rich and thriving ecosystem.
www.cetera.com
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*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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