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Anthony T

Series 63, Series 65

Downers Grove, IL

Cetera

Anthony Tumea is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2010, with prior experience at Cetera Financial Specialists LLC and ownership of Tumea & Associates CPA Firm since 1984. Outside of advising, he serves as treasurer and board member for several local organizations, including the Downers Grove Lions Club, West Towns Chorus, and Buffalo Theatre Ensemble. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

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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Philip T

Series 63, Series 65

Downers Grove, IL

Cetera

Philip Tumea is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2021. His prior experience includes six years at NOW Health Group, Inc. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform with over $256 billion in assets under management.

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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