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Wendy K

Series 63, Series 65

Spokane, WA

Cetera

Wendy Knight is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. She has been with Cetera Wealth Services, LLC since 2013 and also maintains a role at Randy Martin Financial Network dating back to 1997. Outside of investment advising, she provides notary services at her office. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures and third-party 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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Randy M

CFP®, Series 63, Series 65

Spokane, WA

Cetera

Randy Martin is a CFP®-certified financial advisor with 40 years of industry experience. He currently works at Cetera and has been with Cetera Wealth Services, LLC since 2013. His prior experience includes a long tenure at The Lincoln National Life Insurance Company beginning in 1989. Martin is also involved in fixed insurance activities, including life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individuals, employer-sponsored plans, and institutional clients through a large network of independent advisors. The firm offers diversified portfolio management options, financial planning, and access to both affiliated and third-party investment 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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