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Financial Advisory  + RIAs & Financial Advisors  |  December 18, 2024
Cetera Adds $231M Arizona Trio to Summit Financial Networks
Joe Palmisano
By: Joe Palmisano

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.

Read More News Stories About: Cetera Holdings
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About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.
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