Office information1800 JFK Blvd.
Philadelphia, PA 19103
|Monday||9:00 am - 5:00 pm|
|Tuesday||9:00 am - 5:00 pm|
|Wednesday||9:00 am - 5:00 pm|
|Thursday||9:00 am - 5:00 pm|
|Friday||9:00 am - 5:00 pm|
David PfotenhauerBranch Manager
The Philadelphia, Pennsylvania branch of Cetera® Investors is managed by David Pfotenhauer. He has 8 years of experience in the role and has spent over 14 years in the financial industry. At Cetera Investors, we believe that our clients deserve more than a financial solutions provider—they deserve a partner who will help them prosper and improve their community. Schedule an appointment today to discover the Cetera Investors difference.
Services offered at this branch:
Ongoing education and training:
Our team stays up to date on the latest industry information and trends through on-demand training and live workshops and events—all designed to help us serve your needs better.
Your financial professional is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate planning, insurance options, and more.
Support for retirement plans:
Cetera's experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.
Technology that keeps you in sync:
Our proprietary platform, AdviceWorks™, ensures you're always connected with your manager—view your account information at any time, from any device and keep track of reports, statements, and other important financial information.
Our in-house research team, Cetera Investment Management, supports your financial manager with a wealth of independent, objective research and advice designed to make sense out of the complex, often-changing economic landscape.
About Cetera® Financial ManagementCetera Investment Management LLC is an SEC registered investment adviser owned by Cetera Financial Group®. Cetera Investment Management provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.
Financial Manager in Philadelphia, PA
Finding a trusted financial manager in Philadelphia can be difficult, especially with over 27,000 businesses established and a population steadily growing over 1.58 million. Luckily, Cetera® Investors is no ordinary financial firm. Our financial managers cater to your exact needs by creating a personalized plan that puts your money to work. With a toolkit filled with proprietary software, intuitive technology platforms, and a wealth of industry knowledge, our team of dedicated financial managers are ready to put their money where their mouth is.
Known as the City of Brotherly Love, Philadelphia is a place that welcomes all people—and Cetera Investors is no different. Cetera Investors is your neighborhood financial firm ready to serve our community to make it a better place. No matter where you are heading in your financial journey, we’re here to help. Using an Advice-Centric Experience® framework, our specialty is working one-on-one with you so that you may grow your assets and improve your finances.
Cetera Investors Frequently Asked Questions
Cetera Investors is a dedicated team of financial managers in Philadelphia who can work with you to help you pursue your financial goals. Whether your goal is to send your children off to the University of Pennsylvania, grow your savings account for retirement, or invest in the stock market, our wealth managers can guide you.
Located right between Logan Square, Rittenhouse Square, and Center City, Cetera Investors is easy to get to, so you can conveniently take hold of your financial future. Our wealth managers, equipped with top-tier tools, software, and technology platforms, can put your money to work so you can focus on what matters most—whether it's your family, career, or just enjoying all that Philly has to offer.
You don't choose a house by merely looking at it and saying, “That's the one!” It takes time, research, and careful planning. The same goes for choosing a financial manager. You want to choose a financial professional that is flexible, knowledgeable, and maintains open lines of communication. Cetera Investors' team of financial professionals in Philadelphia meets those requirements and more.
Located on the corner of John F. Kennedy Blvd and N 18th Street, our office is a quick drive off Vine Street Expressway. Our wealth managers are ready to welcome you with open arms and are prepared to provide you with an in-depth analysis of your assets so that you can make sound financial decisions for the future. Our financial professionals in Philadelphia offer a valuable package, flexible services, and have the necessary knowledge needed to manage your money. Not only are they experienced and professional, but they're ready to work with you to create a customized plan that meets your unique needs and goals.
Cetera Investors' financial managers in Philadelphia operate by maintaining open lines of communication, keeping flexible schedules, and maintaining the highest professionalism. When you're searching for a financial professional in Philadelphia, Camden, Wilmington, and surrounding areas, Cetera Investors is an excellent choice. We offer the customized service you deserve because our goal is to plan for your future and your needs rather than a one-size-fits-all solution.
Our financial managers make this possible by applying their knowledge, using Cetera's proprietary tools, and consulting with our nationwide network. Some features that make our financial management firm unique include:
- AdviceWorks™: This proprietary platform ensures you're always connected with your manager—view your account information at any time from any device and keep track of reports, statements, and the info you need to keep an eye on your finances.
- Independent research: Our in-house research team, Cetera® Investment Management, supports your financial manager with a wealth of independent research and advice designed to make sense out of the complex economic landscape. They offer insights that promote your financial well-being.
- Experienced specialists: Your financial manager is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate preparation, insurance options, and more.*
- Support for retirement plans: Cetera's experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.
- Ongoing education and training: Our team of professionals stays on the cutting edge of industry information and trends through on-demand training, live workshops, and educational events—all designed to help our managers meet your needs.
At Cetera Investors, we believe in lifelong learning, which is why we strive to improve our skills and keep up with the latest industry trends and technological advances. This way, we can focus on growing your savings, while you can live life knowing your assets are in good hands.
How Do I Get Started with Cetera Investors?
Ready to see what your financial future holds? To get started with Cetera Investors, all you have to do is pick up the phone and dial 215.568.2078. Or, you can visit us in person and begin building your financial portfolio that same day. Our financial professionals in Philadelphia are always open for direct communication, so you know where your money stands at all times.
Whether you’re just starting out on your financial path or you’re looking to prepare for life after your career, Cetera Investors is here to help. We know every financial situation is unique, which is why we curtail each
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investors nor any of its representatives may give legal or tax advice.