Meet Cetera Financial Specialists

A leading growth consultant for tax and accounting professionals that have successfully integrated wealth management into their practices.

Welcome

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.

About Us

Founded in 1981

Founded in 1981 as Terra Securities, we are headquartered in Schaumburg, Illinois.

Tax/Accounting Professionals

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®

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.

Pentameter®

Leading practice management and business consulting portal Pentameter® introduced in 2014.

Our Team

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Gregg Ruvoli
President & Chief Executive Officer
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Brian Haley
Chief Compliance Officer
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Jon Rothenberg
Head of Operations
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Ron Krueger
Vice President, Business Development
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Patty Ahern
Director, Advisor Relations
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Michael Chudnoff
Director, Business Development