Cetera announced that Craig Bartlett, CFP, has been named Community Leader of Cetera Financial Specialists, a community of tax-focused financial professionals within Cetera’s Tax & Accounting channel.
Bartlett brings more than 30 years of leadership experience across wealth management, broker-dealer, insurance, and advisory platforms, including roles at Choreo, Creative Planning/Wipfli Financial Advisors, U.S. Bank, UBS, Transamerica, and Allstate. Most recently, he served as Senior Vice President of Advisors at Choreo, focused on advisor leadership and organizational growth.
Earlier in his career, as Head of Advisor Success and Director of Wealth Manager Support at Creative Planning/Wipfli Financial Advisors, he led a multi-state team of approximately 70 client-facing professionals serving high-net-worth and ultra-high-net-worth clients across a platform with approximately $5 billion in assets under management.
Bartlett holds the CFP designation and FINRA Series 66 license and earned a Bachelor of Arts in English from the University of Iowa.
KEY QUOTES:
“We are extremely confident in Craig as a leader for CFS not only due to his deep and relevant industry experience, but because of his strategic thinking, execution-oriented sales leadership, and relationship management skills, which all align with how CFS advisors serve and engage their clients.”
Andy Watts, Cetera Tax & Accounting Channel Leader
“I’m thrilled to join a community that has already built so much success. CFS advisors have created something truly special, a culture where deep tax expertise and genuine client care go hand in hand, and the results speak for themselves.”
Craig Bartlett, CFP, Community Leader, Cetera Financial Specialists
