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Mingmar S

Series 66, Series 63

Highlands Ranch, CO

Cetera

Mingmar Sherpa is a financial advisor at Cetera with 16 years of industry experience. He holds Series 66 and Series 63 designations and has worked with firms including Fidelity Brokerage Services and First Allied Securities. Outside of finance, he is the owner of a small DIY crafts business. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors and serves individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and varied 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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Robert W

Series 63, Series 66

Highlands Ranch, CO

Cetera

Robert Wright is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera and its affiliates since 2013. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform that provides access to both affiliated and third-party investment strategies.

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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