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Donald S
Series 66
New York, NY
Cetera Planning Partners
Donald Sarcone is a financial advisor with Cetera Planning Partners and holds a Series 66 designation. He has 27 years of industry experience, including prior roles at Avantax Advisory Services, 1st Global Advisors, and Cetera. Sarcone is also a partner in a CPA firm, DeSantis Kiefer Shall & Sarcone, LLP, and serves as a director on the board of a condominium association in Monmouth Beach, NJ. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on comprehensive financial plans and diversified portfolio management aligned with client risk tolerance. The firm offers additional services such as Social Security optimization, income planning, tax planning, and estate-planning support through affiliated providers.
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