Danville, CA Office

Kathleen Kovar is a financial advisor at Cetera Planning Partners with 23 years of industry experience. She holds the PFS™ and Series 66 credentials and has an extensive background including roles at Avantax and 1st Global Advisors. Outside of her advisory work, she owns a small hobby vineyard where she produces wine for family and friends and occasionally sells excess grapes. 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 services such as Social Security optimization and tax planning. The firm’s investment approach emphasizes diversified allocations aligned with client objectives and risk tolerance, supported by integration into the larger Cetera network and a range of affiliated resources.

Kevin Sweeney is a financial advisor with Cetera Planning Partners, holding the PFS™ and Series 66 credentials and bringing 25 years of industry experience. He has a long-standing career including significant tenure at Avantax and 1st Global Advisors, and he is also a partner at Sweeney Kovar LLP, a public accounting firm where he prepares tax returns and provides attest services. Outside of advising, he chairs the investment sub-committee for Moreau Catholic High School. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, and Social Security optimization. The firm’s investment approach leverages diversified mutual fund and ETF allocations tailored to clients’ objectives and risk tolerance and is distinguished by its integration within the larger Cetera network, offering affiliated broker-dealer and custodial resources along with ancillary services such as tax planning and estate strategies.

Diane Parker is a financial advisor at Cetera Planning Partners with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously with Avantax Advisory Services and Cetera Wealth Services. Outside of her advisory role, she owns a pet sitting business serving clients in their homes. 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 emphasizes diversified portfolios using mutual funds and ETFs, along with additional services such as tax planning, bookkeeping, and estate-planning strategies through third-party providers.

Joseph Kovar is a financial advisor at Cetera Planning Partners with 26 years of industry experience. He holds the PFS™ designation and Series 66 license. Prior to joining Cetera Planning Partners, he held various roles at Avantax and 1st Global Advisors. Outside of his advisory work, Kovar is the owner of a family vineyard where he manages winemaking activities. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations aligned with client objectives and risk tolerance and integrates various affiliated resources within the larger Cetera network.

Ivan Smirnou is a financial advisor with Cetera Planning Partners in Danville, CA, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment process emphasizes diversified allocations using mutual funds and ETFs tailored to client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, and estate-planning solutions.