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Chase G

CFP®, Series 63

Vernon Hills, IL

Cetera

Chase Gauthier is a CFP®-designated financial advisor with seven years of industry experience, currently affiliated with Cetera. He has held roles at multiple Cetera entities and previously worked at Oppenheimer Funds and Morningstar Inc. Since 2023, he has operated a financial services DBA, Gauthier Wealth Partners. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a nationwide network of independent advisors.

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 G

CFP®, Series 63, Series 65

Vernon Hills, IL

Cetera

Robert Gauthier is a CFP® professional with 41 years of industry experience. He is currently affiliated with Cetera and has held positions there since 2013. He is also the owner of RMG Financial Services, an S-Corp financial services entity, and operates a DBA under Gauthier Wealth Partners. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform featuring 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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