
Cetera Adds $231M Arizona Trio to Summit Financial Networks
Cetera Financial Group has added allwealth Planning, a three-advisor practice with $231 million in assets, to Summit Financial Networks, a community within Cetera Advisor Networks LLC.
The allwealth Planning trio, comprised of co-founders Eric Bottolfsen, Howard Gershkowitz and Robert Gershkowitz, focuses on helping individuals, business owners, retirees, and people going through “life changes.” The team is based in Scottsdale, AZ and was previously affiliated with MML Investors Services.
“We believe that independence is crucial to ensuring our clients’ best interests are always at the forefront of everything we do,” said the allwealth Planning team. “We look forward to working closely with Summit’s veteran executive team and collaborating in running our business and serving our clients.”
Cetera oversaw more than $545 billion in assets under administration and $235 billion in assets under management as of September 30.
