Dallas, TX Olympus Blvd Office
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Cetera Planning Partners
Enterprise
Firm-wide stats for Cetera Planning Partners
About
Cetera Planning Partners serves individual and high‑net‑worth clients, with a notable emphasis on pre‑retirees and retirees, providing investment management, comprehensive financial planning, Social Security optimization and retirement‑related advice. The firm also offers ancillary services that are not always standard at similarly sized multi‑team firms, including tax planning and preparation, bookkeeping and payroll support, and an estate‑planning offering called Legacy Wealth Strategies delivered through a third‑party provider.
CPP’s investment process centers on diversified allocations built from mutual funds and ETFs that are matched to a client’s stated objectives and risk tolerance, beginning with a formal, document‑driven planning intake and periodic (typically annual) plan updates. Accounts may be managed on either a discretionary or non‑discretionary basis, and the brochure discloses specific features and risks for margin, pledged‑account loans and other lending arrangements (including use of third‑party providers such as TriState and Goldman Sachs).
What distinguishes the firm from many peers is its integration into a larger Cetera network and the related mix of affiliated capabilities: Cetera Investment Services and Cetera Investment Services (CIS) are described as affiliated broker‑dealer/clearing and custodial resources (CIS may act as an IRA custodian), CPP refers ERISA Section 3(38) and other pension‑related work to an affiliated advisor, and the firm makes use of bank deposit sweep programs (FlexInsured, IDSA) and other bank loan/custody arrangements that generate institutional‑level revenue sharing. The brochure also notes access to publications, conferences and other communications provided through custodians and strategic partners, and the firm explains how it coordinates with outside attorneys for estate‑planning document execution.
Based on Cetera Planning Partners
Expertise
Based on Cetera Planning Partners
Location
3200 Olympus Blvd Suite 100
Dallas TX 75019
Advisors at this office
6
Advisors at this office
Brian S
CFP®, Series 63, Series 66
Dallas, TX
Cetera Planning Partners
Brian Schmidt is a CFP® professional with 27 years of industry experience, currently with Cetera Planning Partners. His career includes prior roles at Fidelity and Avantax, with a tenure spanning various affiliated Cetera entities since 2025. 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 offers additional services such as tax planning and preparation, bookkeeping, payroll support, and estate planning through a third-party provider, employing a diversified investment approach tailored to client objectives and risk tolerance.
Anthony G
Series 65
Dallas, TX
Cetera Planning Partners
Anthony Gibson is a financial advisor at Cetera Planning Partners in Dallas, TX, holding a Series 65 credential with one year of industry experience. He has previously worked at Avantax and World Financial Group and operates a virtual tax practice, MMG Tax Group LLC, where he focuses on tax resolution, planning, and preparation. 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 integrates tax planning and estate services with a diversified investment approach tailored to client objectives and risk tolerance.
Brian C
Series 66
Dallas, TX
Cetera Planning Partners
Brian Carrillo is a financial advisor at Cetera Planning Partners in Dallas, TX, holding a Series 66 designation with 10 years of industry experience. His career includes roles at Merrill, Bank of America, Charles Schwab, and multiple Cetera-affiliated firms. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management and comprehensive financial planning, including Social Security optimization and retirement advice, with a diversified investment approach centered on mutual funds and ETFs aligned to client objectives and risk tolerance.
Christopher B
CFP®, Series 66
Dallas, TX
Cetera Planning Partners
Christopher Baker is a CFP® with 10 years of industry experience, currently affiliated with Cetera Planning Partners in Dallas, TX. His career includes roles at firms such as Northwestern Mutual, LPL Financial, and Merrill. Cetera Planning Partners serves individual and high-net-worth clients, especially pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and additional services including tax planning and estate-planning solutions. The firm’s investment approach emphasizes diversified portfolios aligned with client objectives and risk tolerance, supported by a larger Cetera network with access to institutional resources and coordinated estate-planning services.
Moises O
Series 63, Series 66
Dallas, TX
Cetera Planning Partners
Moises Ospina is a financial advisor with Cetera Planning Partners in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior roles include positions at Avantax and 1st Global Capital Corp. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and specialized retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through affiliated providers.
Mahoghany J
Series 65
Dallas, TX
Cetera Planning Partners
Mahoghany Jordan is a financial advisor at Cetera Planning Partners with four years of industry experience. She holds a Series 65 designation and previously worked at P3 Wealth Management, P3 Financial Group, Tower Loan, Ross Stores Inc, and the University of Mississippi. 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 offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, using a diversified investment approach tailored to clients’ objectives and risk tolerance.
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