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Kenneth B

Series 63, Series 65

Farmington Hills, MI

Cetera

Kenneth Bertin is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 46 years of industry experience. He has been with Cetera Wealth Services since 2013 and has operated BERTIN & BERTIN Inc., offering fixed insurance products including life, health, disability, and long-term care. Outside of financial services, he is active as a sports official, serving as a referee and umpire. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform providing access to affiliated and third-party strategies 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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Kevin E

CFP®, Series 63, Series 66

Farmington Hills, MI

Cetera

Kevin Elbinger is a CFP® professional with 29 years of industry experience, currently affiliated with Cetera where he has worked since 2013. He holds Series 63 and Series 66 registrations and operates out of Farmington Hills, MI. Outside of his advisory role, Elbinger serves as a board member for the Jewish Federation of Metro Detroit and ORT America - Michigan Region, participating in fundraising activities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, as well as institutional accounts. The firm offers various portfolio management and financial planning services through a broad network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary investment 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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Kenneth W

CFP®, Series 66

Farmington Hills, MI

Cetera

Kenneth Weiss is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cetera. He has been affiliated with Cetera and related entities since 2016. In addition to his advisory role, he is involved in financial planning through David A. Jaffa and Company and holds a license to sell life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various program options and access to affiliated and third-party managers, overseeing 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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David J

CFP®, Series 63

Farmington Hills, MI

Cetera

David Jaffa is a CFP®-designated financial advisor with 56 years of industry experience, currently affiliated with Cetera. He has worked at Cetera and its related entities since 2013. Outside of advisory work, he serves as president of the Sheri & David Jaffa Family Support Foundation and is a board member of the American Technion Society. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with extensive program and custodian 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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John R

CFP®, Series 63, Series 65

Farmington Hills, MI

Cetera

John Rohrbeck is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Cetera. He has been affiliated with Cetera and its related entities since 2013. In addition to his advisory role, he is the president of Tax & Financial Strategies, LLC, which provides individual tax return preparation and tax planning services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, with a multi-manager platform that allows advisors to utilize affiliated and third-party managers across various 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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