A complete list of active advisors currently associated with CEI Financial Planning

Warmer can help you find a great advisor at CEI Financial Planning or one who fits your needs even better.

CEI Financial Planning is an independent registered investment adviser serving individual clients, with the brochure noting a particular focus on higher‑net‑worth households (net assets over $1,000,000) while also offering lower‑cost reviews for clients with more limited needs. Services described include comprehensive financial planning covering income and estate tax considerations, retirement and pension planning, real estate, insurance, and ongoing consultation. The firm describes an investment approach grounded in cyclical and fundamental analysis — considering economic conditions, tax and interest rate environments, industry outlooks, and company fundamentals — with an emphasis on diversification and asset allocation rather than technical charting. CEI does not provide discretionary money management; instead it assists clients in selecting outside money managers and solicits investment advisory services from third‑party firms such as Brinker Capital, AssetMark Trust Company, and Eqis Capital Management, reflecting primarily non‑discretionary relationships. Advisory services are delivered through a solo, long‑tenured CFP practitioner with decades of industry experience and a background in corporate finance and professional leadership, consistent with a small independent practice. The brochure includes a formal disclosure statement filed with the state securities regulator and lists insurance among advisory topics, so prospective clients are directed to review the filed disclosures and the firm’s role regarding insurance recommendations.

To learn more about the advisors currently working at CEI Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.