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Angus M
Series 63, Series 65
Greensboro, NC
Cetera Planning Partners
Angus Mceachran III is a financial advisor at Cetera Planning Partners with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Independent Advisor Alliance, and Summit Financial Group. Mceachran is a partner at HMC Partners LLC and co-hosts a radio show focused on marketing securities business to the public. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm emphasizes diversified allocations through mutual funds and ETFs aligned with client objectives and integrates additional services such as tax planning, bookkeeping, and estate planning through affiliated providers.
William G
CFP®, Series 66
Greensboro, NC
Cetera Planning Partners
William Guge is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience. He is currently with Cetera Planning Partners and has previously worked at Ameriprise, Charles Schwab, Fidelity Brokerage Services, and TD Ameritrade. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management and comprehensive financial planning, including Social Security optimization and retirement advice, supported by ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.
John H
Series 63, Series 65
Greensboro, NC
Cetera Planning Partners
John Hardy Jr. is a financial advisor at Cetera Planning Partners with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Summit Financial Group, and multiple Cetera entities. Outside of advising, he serves on the finance committee for First Baptist Church in Greensboro and co-hosts a radio show related to his securities business. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment process emphasizes diversified portfolios using mutual funds and ETFs tailored to clients’ goals and risk tolerance, supported by a range of ancillary services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers.
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