Connor Livran
Client Service Assistant
866-713-6425
Connor is our operations expert. He takes care of all client requests and administrative functions. You will likely meet Connor virtually when you join us during your onboarding process. He can help you with any admin needs, such as...
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Curt E. Coulombe, CFP®,CLU®,ChFC®
Managing Director, Financial Advisor
866-713-6425
As a CERTIFIED FINANCIAL PLANNER™, CFP®, and Savvy IRA Planner, Curt Coulombe’s primary goals are to relieve clients’ anxieties and eliminate the mystery of investing with simplified, yet unique, investment plans....
Eduardo Posada-Zamudio
Wealth Management Assistant
866-713-6425
eduardo.posadazamudio@ceteraadvisors.com
Eduardo is a retired Captain of the Colombian Navy, where he served for 32 years aboard naval vessels, at major naval bases, and at Headquarters as a logistics officer. During his military career, he lived in several countries,...
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