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Alan S

Series 63, Series 65

El Paso, TX

Cetera

Alan Simpson is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliates since 2017, following seven years at Great Nation Investment Corporation. Outside of his advisory role, Simpson serves as treasurer for the Hope Border Institute and participates as a committee member and board member in various local nonprofit organizations. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base, including individuals, 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 affiliated and third-party managers, with access to diverse program structures and custodians.

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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Elvira G

Series 63, Series 65

El Paso, TX

Cetera

Elvira Grossman is a financial professional with six years of industry experience, currently affiliated with Cetera. She has held roles at NYLIFE Securities LLC and New York Life Insurance Company and also worked at Cafe Central. Grossman serves on an animal shelter advisory committee in El Paso, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

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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Presciliano O

Series 63, Series 65

El Paso, TX

Cetera

Presciliano Ortega Jr. is a financial advisor at Cetera with 42 years of industry experience. He has been associated with Cetera and its related entities since 2017 and has operated Presi Ortega & Associates since 1986. Ortega serves on the boards of the San Vicente Family Health Center and the Yucca Council Boy Scout Board of Directors, and he is president of the Cathedral High School Association. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and consulting services across various program structures and custodial relationships.

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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