Founded in 1981
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.
Different names, same focus
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.
Supporting more than $18 billion in AUA
Supporting approximately 1,200 financial professionals nationwide representing total assets under administration of more than $18 billion.
Led by Veterans with 17+ Years
Our advisors are supported by a management team comprised of industry veterans averaging more than 17 years’ experience in financial services.
Our President & CEO
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.
Connect2Clients, the comprehensive advisor marketing program, launched in 2012.
Interactive Learning Forums
We offer dedicated interactive learning forums that give direct access to senior executives and strategic partners.
Leading practice management and business consulting portal Pentameter® introduced in 2014.