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Fabian S
Series 65, Series 63
Westchester, IL
Cetera
Fabian Smith is a financial advisor with Cetera based in Westchester, IL, holding Series 63 and Series 65 licenses and with five years of industry experience. He has worked at multiple financial and tax-related firms, including Turbo Tax and Avantax, and owns The Cona Group Inc, a tax planning and preparation business. Additionally, he provides financial coaching focused on budgeting and debt management. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies across various program structures, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.
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