Eunice, LA 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
1231 E Laurel Ave
Eunice LA 70535
Advisors at this office
3
Advisors at this office
Erich L
Series 66
Eunice, LA
Cetera Planning Partners
Erich Loewer III is a financial advisor with Cetera Planning Partners and holds a Series 66 designation. He has seven years of industry experience and has previously worked with Avantax and Cetera-affiliated firms. Outside of his advisory role, he is involved in a ranch that boards horses and provides pasture space for livestock grazing. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive financial planning, and Social Security optimization. The firm utilizes diversified portfolios of mutual funds and ETFs aligned with client objectives, supported by a formal planning process and integration within the larger Cetera network.
Danny F
Series 66
Eunice, LA
Cetera Planning Partners
Danny Frederick is a financial advisor at Cetera Planning Partners with 26 years of industry experience. He holds a Series 66 designation and has a background that includes long-term roles at Darnall, Sikes & Frederick CPAs and Avantax Investment Services. He is also vice president of Darnall, Sikes & Frederick, a certified public accounting firm. 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 offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning solutions, with an investment approach centered on diversified mutual fund and ETF allocations tailored to clients’ objectives and risk tolerance.
Steven M
Series 66
Eunice, LA
Cetera Planning Partners
Steven Moosa is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and 20 years of industry experience. He has previously worked with Avantax Planning Partners, Avantax Investment Services, and 1st Global Advisors, among others. Moosa is also a CPA and an audit partner at Darnall, Sikes & Frederick CPAs, where he provides audit, tax, and consulting services. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates diversified allocations through mutual funds and ETFs aligned with client objectives, supported by ancillary services such as tax planning and estate strategies within a larger Cetera network.
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