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Lauren R

Series 66

Rocky Hill, CT

Cetera

Lauren Rahmeier is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at Edward Jones and The Walt Disney Company. She is also involved with a financial planning firm, Urso & Rahmeier Tax and Financial Planning, that markets Avantax services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to diverse investment 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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Shawn M

Series 66

Rocky Hill, CT

Cetera

Shawn Murphy is a financial advisor at Cetera with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and 1st Global Capital Corp. In addition to his advisory work, Murphy serves as Director and President of a condominium association in Rocky Hill, CT. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through multiple program structures and manager 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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