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Eric S

Series 66

Avon, CT

Cetera

Eric Schulman is a financial advisor with Cetera who holds a Series 66 designation and has 24 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously spent seven years at Voya Financial Advisors. Outside of advising, he performs as a first tenor singer during high holiday services at Emanuel Synagogue, where he has been involved since 2007. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diversified portfolio management and planning services through a multi-manager platform that provides access to both affiliated and third-party managers across multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Curt C

CFP®, Series 63, Series 65

Avon, CT

Cetera

Curt Christensen is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Cetera since 2023. His prior experience includes roles at Cetera Wealth Services, LLC and VOYA Financial Advisors. In addition to his advisory work, he operates as an independent insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers, supporting a variety of program structures and investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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