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Cecil S

PFS™, Series 63, Series 66

Frankston, TX

Cetera

Cecil Staples is a financial advisor with Cetera who holds a PFS™ designation along with Series 63 and Series 66 licenses and has 32 years of industry experience. He manages Staples Wealth Management LLC and has a long-standing background in accounting as the owner of Staples & Associates, PC, CPAs. His professional activities also include operating in real estate through several entities alongside his advisory work. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients across a broad range of portfolio management and financial planning services. The firm supports a large network of advisors offering access to affiliated and third-party investment managers with a variety of program options and custodial arrangements.

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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