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Brentwood Financial Advisors Earns Diamond Status at Cetera Circle of Excellence

Brentwood Financial Advisors Earns Diamond Status at Cetera Circle of Excellence

| May 13, 2024


Brentwood Financial Advisors is pleased to announce earning Diamond Status at Cetera Financial Group’s annual awards conference. Since 2019, Brentwood Financial Advisors has been an independent firm affiliated with Cetera, an at-scale wealth hub that offers financial professionals and institutions the latest solutions, support and services. This annual awards event, known as the Circle of Excellence, recognizes the accomplishments and leadership of Cetera’s top financial professionals.   


Cetera Circle of Excellence brings together advisors from across the country to celebrate their accomplishments. Attendees enjoyed a variety of sessions, networking opportunities and presenters, including informative and inspirational keynote speakers.

The Brentwood Financial Advisors team averages over 30 years of experience. They use their collective wisdom to truly understand clients and their family’s personal and financial goals. The Brentwood clients appreciate that they go above and beyond the traditional investment advice model and also focus on long-term relationships.

Partners Lawrence I. Goldstein and Brooke C. Goldstein value this recognition and remain dedicated to helping investors and business owners with a multi-generational approach to asset management.

 

 

 

Brooke and Larry Goldstein are Financial Advisors with Securities and advisory services offered through Cetera Advisor Networks LLC, “(doing insurance business in CA as CFGAN Insurance Agency LLC)” member FINRA/SIPC,a broker dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Lawrence Goldstein CA Insurance License # 0C72278, Brooke Goldstein CA Insurance License # 0K94812.

About Cetera 

Cetera Financial Group, which is owned by Cetera Holdings (collectively, Cetera), is the premier financial advisor Wealth Hub where financial advisors and institutions optimize their control and value creation. Breaking away from a commoditized and homogenous IBD model, Cetera offers financial professionals and institutions the latest solutions, support, and services to grow, scale, or transition with a merger, sale, investment, or succession plan. Cetera proudly serves independent financial advisors, tax professionals, licensed administrators, large enterprises, as well as institutions, such as banks and credit unions, providing an established and repeatable blueprint for scalable growth. 

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are FINRA/SIPC members. Located at: 655 W. Broadway, 11th Floor, San Diego, CA  92101. 

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement