Cetera Financial Group, a premier financial advisor Wealth Hub, announced that advisor George Elkin has joined Cetera Advisor Networks via North Ridge Wealth Planning LLC with his nephew, Josh Elkin. And George and Josh, who provide comprehensive financial planning and investment advice to clients and have $269 million in assets under administration as of June 20, 2024, have joined Cetera from American Portfolios (an Osaic company).
George and Josh have 40 years of experience in the financial services industry. Both George and Josh hold their Series 7, Series 63 and Series 66 registration. And George also holds his Series 24 and Series 51 registrations.
George and Josh’s affiliation marks North Ridge Wealth Planning’s latest recruiting win, following Michael Volini’s affiliation with the firm this summer.
KEY QUOTES:
“Changes at our prior firm prompted us to re-evaluate our values and where those values may best fit within the industry. As soon as I came across North Ridge and Cetera, I knew I’d found a perfect fit. I’ve spent my 32-year career dedicating my practice to the betterment of my clients’ financial lives. At North Ridge, I’ve found a network of professionals experienced at providing me the support I’ll need to maintain and grow the level of service my clients have come to expect. Add to that Cetera’s unparalleled suite of resources and I know I’ve found the best environment for my practice.”
-George Elkin
“I’m proud of North Ridge’s continued ability to attract top talent, including George and Josh. We operate under the principle that we only succeed if our network of independent advisors are at their best – and we look forward to working with both George and Josh to continue growing their practices and ultimately finding financial success for each of their clients.”
-North Ridge Wealth Planning CEO Matt Levy
