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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.

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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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.

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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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.

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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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.

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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