Cetera announced Craig Bartlett has been named community leader of Cetera Financial Specialists (CFS), a community of tax-focused financial professionals within Cetera. CFS is part of Cetera's Tax and Accounting channel serving financial professionals who operate at the intersection of tax and wealth management.
Bartlett brings more than 30 years of leadership experience across wealth management, broker-dealer, insurance and advisory platforms, including Choreo, Creative Planning/Wipfli Financial Advisors, U.S. Bank, UBS, Transamerica and Allstate.
Most recently, Bartlett served as senior vice president of advisers at Choreo, a wealth management firm built around a network of advisers serving CPAs, entrepreneurs and individuals. In that role, he focused on adviser leadership and organizational growth.
Bartlett has spent much of his career viewing wealth management through the lens of tax, including as head of adviser success and director of wealth manager suppor
