Cetera announced today it has added an investment and tax professional with $123 million in assets under management to its Florida roster of wealth management professionals.
Paul Weinberger, who is based in Clearwater and has been in the financial services industry for more than 25 years, specializes in tailored wealth advisory solutions, retirement income distribution strategies, risk mitigation and asset protection strategies, multi-generational and wealth legacy planning, and tax planning and preparation.
He and his team will affiliate with Cetera Financial Specialists LLC.
Weinberger said he was seeking to enhance and expand his practice. “I feel I found my niche with Cetera," he said in a statement. "Through platforms like AdviceWorks, I am looking forward to driving growth and efficiency for my practice and team as well as enhancing the communication and elite service we offer to our clients."