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Bethany E

Series 63, Series 66

Fountain, CO

Cetera

Bethany Essendrop is a financial professional with 16 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 designations and has worked at multiple firms including Purpose Planning and Spencer Financial. In addition to her advisory roles, she serves as a marketing coordinator at Purpose Planning, where she coordinates events and communications. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple 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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