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Loretta A
PFS™, Series 63
Staten Island, NY
Cetera Planning Partners
Loretta Aquino is a financial advisor with Cetera Planning Partners, holding the PFS™ and Series 63 designations and bringing 26 years of industry experience. She has worked extensively at Avantax Advisory Services and operates an accounting and tax practice, Aquino & Co. CPA, PLLC, where she is the managing member. Aquino also serves as an elected board trustee at Staten Island Academy. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates tax planning and other ancillary services within a formal, document-driven investment process supported by a larger Cetera network.
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