Morgan City, 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
1201 Brashear Ave Ste 301
Morgan City LA 70380
Advisors at this office
5
Advisors at this office
Lauren H
PFS™, Series 66
Morgan City, LA
Cetera Planning Partners
Lauren Hebert is a financial advisor with Cetera Planning Partners, holding the PFS™ designation and Series 66 license, with 20 years of industry experience. She has a background that includes long-term roles with Avantax Advisory Services and Darnall, Sikes & Frederick CPAs, where she is a shareholder. Outside of advising, Hebert serves on the Accounting Advisory Board at Nicholls State University and operates a small eBay business selling doll accessories, as well as managing a boutique focused on craft products. 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’s investment process emphasizes diversified portfolios aligned with client objectives and risk tolerance, supported by ancillary services including tax planning, bookkeeping, and estate planning through third-party providers.
John A
PFS™, Series 66
Morgan City, LA
Cetera Planning Partners
John Armato is a financial advisor with Cetera Planning Partners, holding PFS™ and Series 66 designations and bringing 20 years of industry experience. His career includes roles at Avantax Investment Services and 1st Global Advisors, as well as a long-standing position at the CPA firm Darnall, Sikes & Frederick, where he is a shareholder. Outside of his advisory work, he is involved as a member of a hunting club LLC and serves as a trustee for multiple trusts. 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 advice. The firm integrates tax planning, bookkeeping, payroll services, and estate planning under its Legacy Wealth Strategies, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.
Claire R
PFS™
Morgan City, LA
Cetera Planning Partners
Claire Reiners is a financial advisor at Cetera Planning Partners with the PFS™ designation and two years of industry experience. She has held roles at Avantax Planning Partners, Cetera, and Darnall Sikes Wealth Partners, where she currently provides investment advisory services including retirement, estate, and tax planning. Outside of her advisory work, Claire serves as treasurer for the Louisiana Shrimp and Petroleum Festival and Fair Association and is a board member of the Morgan City Rotary Club. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm emphasizes diversified portfolios using mutual funds and ETFs aligned with client objectives, and supplements its services with tax planning, bookkeeping, payroll support, and an estate-planning offering called Legacy Wealth Strategies.
Robert M
CFP®, Series 63
Morgan City, LA
Cetera Planning Partners
Robert Marcell is a CFP® with 36 years of industry experience and is currently associated with Cetera Planning Partners. His career includes roles at Avantax and 1st Global Advisors, among others. He serves as a financial advisor at Darnall, Sikes Wealth Partners, LLC. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, providing investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.
Ed S
PFS™, Series 66
Morgan City, LA
Cetera Planning Partners
Ed Sikes is a financial advisor at Cetera Planning Partners with 26 years of industry experience. He holds the PFS™ designation and Series 66 license. Mr. Sikes has a background that includes long-term roles at Avantax Advisory Services and 1st Global Advisors, as well as serving as president of a CPA firm, Darnall, Sikes & Frederick, since 1989. 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 provides ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers, integrating a diversified investment approach aligned with client objectives and a broad network of affiliated resources.
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