Cetera has appointed Craig Bartlett as Community Leader of Cetera Financial Specialists, the company’s network of financial professionals specializing in tax-focused wealth management.
Cetera Financial Specialists operates within Cetera’s Tax & Accounting channel, which supports advisors working at the intersection of financial planning, investment management and tax services.
Bartlett brings more than 30 years of experience across wealth management, insurance, broker-dealers and advisory platforms.
He most recently served as Senior Vice President of Advisors at Choreo, where he focused on advisor leadership and organizational growth within a wealth management platform serving accountants, entrepreneurs and individual clients.
Bartlett previously held leadership positions at Creative Planning and Wipfli Financial Advisors, U.S. Bank, UBS, Transamerica and Allstate.
At Creative Planning and Wipfli Financial Advisors, he served as Head of Advisor Success and Director of Wealth Manager Support.
In that role, he led a multistate team of approximately 70 client-facing professionals serving high-net-worth and ultra-high-net-worth clients across a platform with about $5 billion in assets under management.
As Community Leader, Bartlett will focus on advisor relationships, practice growth, service continuity and expanding Cetera’s tax-centered wealth management capabilities.
Cetera serves approximately 12,000 financial professionals and institutions. As of March 31, 2026, its affiliated firms managed approximately $296 billion in assets and administered roughly $630 billion.
KEY QUOTES:
“Craig embraces and believes deeply in tax-focused wealth management and financial planning, the same qualities that have made CFS and its culture distinctive for so many years.”
Andy Watts, Cetera Tax & Accounting Channel Leader
“My focus from day one is getting to know these advisors and their businesses, learning what makes each of them exceptional, and helping them do even more of what they already do best.”
Craig Bartlett, Community Leader of Cetera Financial Specialists
