Corporate Plans Retirement Strategies LLC joins Cetera from Equity Services
Cetera Financial Group, the premier financial advisor Wealth Hub, announced that Corporate Plans Retirement Strategies LLC has joined Cetera Wealth Partners. Corporate Plans Retirement Strategies LLC, led by Partners Brian Vieselmeyer, Peter Swansen, Jr.and Founder Gerald M. Mirra, CLU, ChFC, RICP,* provides comprehensive financial planning and investment advice to clients and has more than $250 million in assets under administration** as of July 1, 2024. The group joined Cetera from Equity Services and operates from White Plains, N.Y. Cetera Wealth Partners is a community within Cetera Advisor Networks.
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“I am thrilled to welcome this talented team of advisors to our firm,” said Tom Halloran, Head of Advisor Channel communities at Cetera. “Our value proposition of a small community feel for networking and support along with all of the resources of a major broker-dealer was an attractive differentiator.”
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“I am confident that joining Cetera Wealth Partners is the best move we could have made for the future of our firm and our clients,” Vieselmeyer said. “The top-tier technology offered by Cetera through their state-of-the-art advisory platform will allow us to deliver tremendous value to our clients. I know this combined with the access we now have to Cetera’s broader set of products will set our firm up for success both in the short-term and long-term.”
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Corporate Plans Retirement Strategies LLC began as a way to meet the employee benefits and retirement needs of small businesses and their owners and has expanded to also serve a great number of individuals and families. The firm’s partners – Mirra, Vieselmeyer and Swansen – have a total of 81 years of industry experience between the three of them. Mirra, who claims more than half those years of experience, founded Corporate Plans with a long-time friend in 1985, while he was working for National Pension Service, a major provider of retirement plans in White Plains, The firm’s partners – Mirra joined the firm in 2012 after serving as an investment specialist for Mass Mutual Westchester and Swansen joined three years later in 2015 after working with MetLife for more than a decade.
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