Houston, TX Hillcroft St Office

Phuong Doan is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. In addition to her advisory role, she is an IRS Enrolled Agent providing tax preparation services and also assists with tax preparation at V.V. Babukutty. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a multi-manager platform with various portfolio management and consulting services.

Beena Mathew is a financial advisor at Cetera with 11 years of industry experience. She holds a Series 66 designation and has been associated with Cetera and Cetera Wealth Services, LLC since 2015. In addition to her advisory role, she is a CPA and is involved in tax planning and preparation through her business, Babukutty Financial, and also sells fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary authorities across multiple program structures.

Varkey Babukutty is a CFP® and CPA with 32 years of experience in the financial services industry. He is currently with Cetera and has experience running his own firm, Babukutty Financial, since 2017. In addition to advising, he provides tax planning and tax return preparation services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management and access to third-party money managers.