CETERA FINANCIAL SPECIALISTS LLC
SCHAUMBURG, IL

Meet Cetera Financial Specialists FOCUSED ON BUSINESSES LIKE YOURS We are the leading growth consultant for tax and accounting professionals and CPA firms integrating wealth management into their practices. Together, we create a personalized road map for our advisors and their clients. Founded in 1981 as Terra Securities, we are headquartered in Schaumburg, Illinois. We are the leading growth consultant for tax and accounting professionals and CPA firms that have successfully integrated wealth management into their practices. Specialists has operated under different names—most recently as Genworth Financial Investment Services—since its inception, but remained focused on providing industry-leading products and services to tax and accounting professionals. Gregg Ruvoli is passionate about helping financial advisors realize their vision for success through his signature “Red Carpet Experience,” a high-touch support model he and his team work diligently to achieve day in and day out. Became Cetera Financial Specialists in 2012 Genworth Financial Investment Services was acquired by Cetera Financial Group and renamed Cetera Financial Specialists. Leading practice management and business consulting portal Pentameter® introduced in 2014. As the premier independent broker-dealer focused on building the practices of independent tax and accounting professionals like you, Cetera Financial Specialists has a unique perspective on what it takes to help you thrive in today's ultra-competitive marketplace. We deliver the technology, insight, support and expertise you need not only to provide the highest level of service to your clients, but also to help you build the business you want and achieve your vision of success.