Cheryl Cousino
Growth Consultant Mentor to Financial Advisors @Cetera Financial Group
Signup · Get unlimited contacts
WORK HISTORY
Growth Consultant Mentor to Financial Advisors @Cetera Financial Group
San Diego, CA, US
In my role as the Branch Manager, I act as a mentor to the Financial Advisors at Cetera Investors. In this capacity, I have worked with hundreds of clients and their Cetera Financial Advisors to design a customized plan that fully integrates all aspects of an individual’s life to address the goals that are top priority.At Cetera, we believe in the power of trusted financial advice to change lives. As a mentor to the Cetera Financial Advisors, I also know it’s just one small part of creating a better future within our family and the communities around us.As a mentor to the Financial Advisors at Cetera, my focus is helping them to help their clients.Cetera\'s four core values are the cornerstone of its commitment and it’s culture. These values are:· Do the right thing- always.· Partner to deliver exceptional experiences.· Know and appreciate people.·Stay agile to innovate and improve.I mentor advisors on topics such as:• Creating retirement income strategies• Deep dive into financial goals & creating customized plans • College savings plans • Wealth accumulation & Wealth Transfer strategies • Tax shelter strategies • Investment portfolio management • Life Insurance, annuities & money management • Client asset management • Legacy planning
EDUCATION
San Diego State University-California State University
Bachelor of Science (BS), Athletic Training/Trainer - Pre Med
ABOUT CHERYL COUSINO
With over 25 years of experience in the financial planning industry, a dual-focus career has been built to deliver exceptional value to clients and financial advisors alike.As a Leader and Mentor, knowledge and expertise are shared to support the development and growth of other financial advisors. Mentoring and collaborative partnerships have positively impacted the lives of their clients, with a collective reach extending to more than individuals across various practices.Financial planning should focus on understanding clients’ individual goals and crafting plans that align with their lives. Success is built on trust, strong relationships, and personalized strategies that help clients achieve what matters most.A commitment to guiding individuals, whether clients or advisors, remains central to unlocking full potential and achieving meaningful goals. By fostering a culture of trust, education, and personalized strategy, the aim is to empower others to create sustainable success.Whether you are seeking a trusted partner to help achieve your financial objectives or an advisor looking to grow your practice, I invite you to connect with me to explore how I can support your j••••••••@ceterais.com85••••••30 Ext 201 Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Product are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. CA Insurance License # 0C16•••••75 Sky Park Ct Suite 350 San Diego Ca 92123
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.