Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Michael P
Series 66
Skokie, IL
Cetera
Michael Paretzky is a financial advisor at Cetera with 13 years of industry experience. He holds the Series 66 designation and has been involved in various nonprofit and community roles, including serving as operations director for Kollel Toras Chesed and operations manager at Mesivta Shaarei Adirim. Additionally, he is a board member of the National Eruv Initiative. Cetera Investment Advisers LLC serves individuals, retirement plans, and institutional clients through a nationwide network of independent advisors. The firm offers diversified portfolio management and financial planning services using a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.
Moira L
Series 65, Series 63
Skokie, IL
Cetera
Moira Lee is a financial advisor with Cetera in Skokie, IL, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She also provides legal services such as estate planning, drafting trusts, wills, and powers of attorney through her separate legal practice, Moira J Lee, Esq. Lee has worked with Cetera since 2017 and has additional experience at Cornerstone Advisers, LLC. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform that serves individual, corporate, charitable, and institutional clients nationwide. The firm provides portfolio management, financial planning, and retirement services through a wide range of program structures, with access to both affiliated and third-party money managers.
David S
Series 63, Series 65
Skokie, IL
Cetera
David Strulowitz is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Cetera since 2012 and also operates a law practice as an attorney, a role he has maintained since 1985. Outside of his advisory and legal work, he teaches classes on spirituality and conducts video interviews focused on spiritual experiences. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment managers through a multi-manager platform with various program options.
Berton G
Series 63, Series 65
Skokie, IL
Cetera
Berton Goldstein is a financial professional with Cetera, holding Series 63 and Series 65 credentials and over 37 years of industry experience. He has worked with Cetera since 2004 and operates a tax and accounting practice as a CPA, as well as a separate law practice. Goldstein also owns a financial services firm under a DBA name, managing his investment practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters