Francisco Fuentes, Cfp®
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Francisco Fuentes, Cfp® Email & Phone Number

Registered Representative at Cetera Financial Specialists LLC at Cetera Financial Specialists LLC
Location: Miami, Florida, United States 5 work roles 2 schools
1 work email found @ceterafinancialspecialists.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email f****@ceterafinancialspecialists.com
LinkedIn Profile matched
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Current company
Cetera Financial Specialists LLC
Role
Registered Representative at Cetera Financial Specialists LLC
Location
Miami, Florida, United States
Company size
164 employees

Who is Francisco Fuentes, Cfp®? Overview

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Quick answer

Francisco Fuentes, Cfp® is listed as Registered Representative at Cetera Financial Specialists LLC at Cetera Financial Specialists LLC, a with 164 employees, based in Miami, Florida, United States. AeroLeads shows a work email signal at ceterafinancialspecialists.com and a matched LinkedIn profile for Francisco Fuentes, Cfp®.

Francisco Fuentes, Cfp® previously worked as Registered Representative at Cetera Financial Specialists Llc and Office Manager at Compass Wealth Management, Llc. Francisco Fuentes, Cfp® holds Bba, Marketing And International Business from Florida International University - College Of Business.

Company email context

Email format at Cetera Financial Specialists LLC

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*@ceterafinancialspecialists.com
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AeroLeads found 1 current-domain work email signal for Francisco Fuentes, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Francisco Fuentes, Cfp®

Independent financial advisor and licensed insurance agent with over fifteen years experience in financial services and sales. Client services and customer support expert. Experienced trainer, presenter, tutor, and public speaker. Writer, editor and proof-reader. Highly proficient in Web 2.0 and social media.Specialties: Asset allocation, diversification, portfolio analysis and management. Retirement plan design, implementation and support. Wealth accumulation, estate protection and transfer strategies. Life insurance and retirement income planning.

Listed skills include Retirement Planning, Insurance, Asset Allocation, Financial Services, and 7 others.

Current workplace

Francisco Fuentes, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Cetera Financial Specialists LLC
Cetera Financial Specialists Llc
Registered Representative at Cetera Financial Specialists LLC
schaumburg, illinois, united states
Website
ceterafinancialspecialists.com
Employees
164
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Company profile
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5 roles

Francisco Fuentes, Cfp® work experience

A career timeline built from the work history available for this profile.

Office Manager

Compass Wealth Management, Llc

Investment Advisory Committee member

Mar 2008 - May 2009

Life Agent / Financial Advisor

National Life Of Vermont
Jan 2005 - Nov 2005
Team & coworkers

Colleagues at Cetera Financial Specialists LLC

Other employees you can reach at ceterafinancialspecialists.com. View company contacts for 164 employees →

KV Keith Vollmar, Cpa, Cfp® Keith Vollmar, Cpa, Cfp® Colleague at Cetera Financial Specialists LlcGrover, Missouri, United States View → JS Jessica Serpa Jessica Serpa Colleague at Cetera Financial Specialists LlcFresno, California, United States View → GG Gary Grab Gary Grab Colleague at Cetera Financial Specialists LlcSyosset, New York, United States View → BS Bill Scanlon Bill Scanlon Colleague at Cetera Financial Specialists LlcGreater Philadelphia, United States View → SP Samuel Paolino Samuel Paolino Colleague at Cetera Financial Specialists LlcHaddon Heights, New Jersey, United States View → VH Van Huynh Van Huynh Colleague at Cetera Financial Specialists LlcHouston, Texas, United States View → KW Karen White Karen White Colleague at Cetera Financial Specialists LlcCarpentersville, Illinois, United States View → DJ David J Wood, Certified Financial Planner™ David J Wood, Certified Financial Planner™ Colleague at Cetera Financial Specialists LlcLoveland, Ohio, United States View → DH Dany Hurmiz Dany Hurmiz Colleague at Cetera Financial Specialists LlcSan Diego Metropolitan Area, United States View → JO Jerod Ostermeier, Cpa, Cfp® Jerod Ostermeier, Cpa, Cfp® Colleague at Cetera Financial Specialists LlcSpringfield, Missouri, United States View →
2 education records

Francisco Fuentes, Cfp® education

Education record

Belen Jesuit Preparatory School
FAQ

Frequently asked questions about Francisco Fuentes, Cfp®

Quick answers generated from the profile data available on this page.

What company does Francisco Fuentes, Cfp® work for?

Francisco Fuentes, Cfp® works for Cetera Financial Specialists LLC.

What is Francisco Fuentes, Cfp®'s role at Cetera Financial Specialists LLC?

Francisco Fuentes, Cfp® is listed as Registered Representative at Cetera Financial Specialists LLC at Cetera Financial Specialists LLC.

What is Francisco Fuentes, Cfp®'s email address?

AeroLeads has found 1 work email signal at @ceterafinancialspecialists.com for Francisco Fuentes, Cfp® at Cetera Financial Specialists LLC.

Where is Francisco Fuentes, Cfp® based?

Francisco Fuentes, Cfp® is based in Miami, Florida, United States while working with Cetera Financial Specialists LLC.

What companies has Francisco Fuentes, Cfp® worked for?

Francisco Fuentes, Cfp® has worked for Cetera Financial Specialists Llc, Compass Wealth Management, Llc, National Life Of Vermont, Valic And Aig Annuity, and Suntrust Investment Services.

Who are Francisco Fuentes, Cfp®'s colleagues at Cetera Financial Specialists LLC?

Francisco Fuentes, Cfp®'s colleagues at Cetera Financial Specialists LLC include Keith Vollmar, Cpa, Cfp®, Jessica Serpa, Gary Grab, Bill Scanlon, and Samuel Paolino.

How can I contact Francisco Fuentes, Cfp®?

You can use AeroLeads to view verified contact signals for Francisco Fuentes, Cfp® at Cetera Financial Specialists LLC, including work email, phone, and LinkedIn data when available.

What schools did Francisco Fuentes, Cfp® attend?

Francisco Fuentes, Cfp® holds Bba, Marketing And International Business from Florida International University - College Of Business.

What skills is Francisco Fuentes, Cfp® known for?

Francisco Fuentes, Cfp® is listed with skills including Retirement Planning, Insurance, Asset Allocation, Financial Services, Series 7, Estate Planning, Investments, and Investment Advisory.

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