Cetera, a premier financial advisor Wealth Hub based in San Diego, recently welcomed Vineland financial advisor John Fitzgerald and his Fitzgerald Financial Group team, including financial professionals Doug Kramer, CFP® and Gary Bolno, and assistant Tatyana Shevchuk. The tight-knit team serves roughly 400 households, more than 1,300 accounts, and oversees approximately $185 million in Assets Under Advisement from its Vineland office.
Fitzgerald was formerly associated with Commonwealth until it was acquired by another firm and he decided Cetera was a better fit. He built his practice one client and referral at a time rather than through acquired books of business. He describes his team as having a family feel while taking a hands-on approach to client service.
The firm recently purchased an office building in Fitzgerald’s hometown of Mullica Hill, from where they plan to continue expanding while maintaining their presence in Vineland. Cetera is home to approximately 12,000 financial professionals and institutions.
