Cetera Financial Group
Finance
Coordinated Planning specializes in coordinating business, estate, life insurance, and charitable planning for busy and successful individuals. The company aims to bridge gaps in advice by ensuring effective collaboration among various financial advisors, including accountants, attorneys, and insurance agents. Their unique approach involves actively suggesting reviews and facilitating communication among advisors to ensure comprehensive and coordinated planning. This service is particularly useful for clients seeking to streamline their financial strategies and enhance advisor interaction.
Top C-suite Members of Company
Connect with key decision-makers at Cetera Financial Group. View contact details of C-suite executives and leadership team.
| Name | Title | Phone | Profile | |
|---|---|---|---|---|
| Brandon Dirkschneid | Chief Executive Officer | b****[email protected] | ********** | Show Details |
| Robert Mundy | Director, Cap of Business Development | r****[email protected] | ********** | Show Details |
| Adam Bailey | Director, Business Development | a****[email protected] | ********** | Show Details |
| Emma Baker | Manager, Business Insurance | e****[email protected] | ********** | Show Details |
| Robert Mundy | Director, Cap of Business Development | r****[email protected] | ********** | Show Details |
| Adam Bailey | Director, Business Development | a****[email protected] | ********** | Show Details |
| Nan Merrill | Client Relationship Advocate | n****[email protected] | ********** | Show Details |
| Kris Mrsny | Insurance Division Manager | k****[email protected] | ********** | Show Details |
Email Formats
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