Farpointe Wealth Partners, Portion of Cetera’s Network of Economical Pros, Appeals to $190 Million Asset Accounting and Wealth Administration Firm

LOS ANGELES, Feb. 18, 2021 /PRNewswire/ — Farpointe Prosperity Associates, LLC (“Farpointe”), an impartial monetary advice agency in the Cetera network, has introduced that Schexnayder Prosperity Advisors, a $190 million asset group led by Owner and Senior Advisor, Nolan Schexnayder, has joined the workforce. Centered in the New Orleans metropolitan region, Schexnayder Wealth Advisors’ workforce of 7 specializes in giving tax, accounting and prosperity management expert services. Farpointe, co-established by Scott Rawlins and Brian Stern, became an independently owned business enterprise within Cetera’s* economical expert network in December of 2020.

Schexnayder joins Farpointe immediately after a lot more than 34 years at his prior business. Commenting on his conclusion, Schexnayder stated, “Given consistent transform in the organization, even the most seasoned veterans need to have to partner with verified leaders who will advocate for us and acquire a private curiosity in assisting us overcome operational and regulatory issues. We had been attracted by the expertise of Farpointe’s management, and the firm’s vision of curating an special team of like-minded economical pros who benefit have confidence in, collaboration and meaningful individual associations galvanized by a shared tradition.”

Schexnayder will also be becoming a member of the Board of Directors of Farpointe. Rawlins pointed out that “Nolan was a leading producer for above 25 years at his prior business and was a pioneer in assisting pave the way for CPAs to present in depth financial preparing products and services. Farpointe will advantage considerably from Nolan’s considerable expertise constructing and jogging his very own successful wealth administration enterprise, and from his a long time on the entrance line as a economical specialist.” Stern additional, “It is very important to us that our fiscal pros experience connected to the individuals producing the selections that influence their company. We want our fiscal professionals to have a official voice in our company governance to help identify the strategic direction of the company.”

John Pierce, Cetera’s Head of Recruiting shared, “Running a cohesive tax and prosperity management follow needs a commitment to provider and really specialised groups. Cetera understands and values the unique placement of the CPA/tax expert in furnishing impactful economic suggestions to customers. We’re thrilled to welcome each Farpointe and Schexnayder Wealth Advisors to Cetera, and we seem ahead to foreseeable future accomplishment with each other.”

Cetera is actively recruiting major expertise in the financial occupation such as monetary gurus affiliating immediate or in a department product, tax experts, banking companies and credit score unions and regional groups (OSJs) with a aim on driving expansion, a outstanding company expertise, and the shipping and delivery of an Guidance-Centric Experience®. Cetera’s multi-affiliation expansion design is developed all over specialty communities to permit fiscal specialists to mature their way.

“Securities supplied as a result of Cetera Financial Specialists LLC (doing insurance coverage company in CA as CFGFS Coverage Company LLC), member FINRA/SIPC. Expenditure advisory expert services presented by way of Cetera Financial commitment Advisers LLC.”

About Cetera Financial Group®
Cetera Money Group (Cetera) is a leading monetary suggestions company. It empowers the delivery of an Advice-Centric Experience® to persons, family members and corporations across the state via independent fiscal gurus as properly as trustworthy tax industry experts and financial institutions and credit history unions. It’s headquartered at 200 N. Pacific Coastline Highway, Suite 1200 El Segundo, CA 90245-5670.

Detailed providers include things like: prosperity management options, retirement strategy solutions, advisory providers, exercise administration aid, modern technologies, promoting guidance, regulatory support, and current market analysis.

“Cetera Economic Group” refers to the network of unbiased retail firms encompassing, amid others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Financial investment Expert services LLC (marketed as Cetera Money Institutions or Cetera Traders), Cetera Economic Professionals LLC, and Initially Allied Securities, Inc. All firms are users FINRA / SIPC.

People today affiliated with Cetera corporations are both Registered Representatives who supply only brokerage solutions and obtain transaction-dependent compensation (commissions), Financial investment Adviser Reps who supply only investment advisory solutions and acquire costs based mostly on assets, or both Registered Reps and Financial investment Adviser Associates, who can provide equally kinds of companies.

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Supply Cetera Economical Team