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FUNDRAISING NEWS | February 05, 2025

Cetera Recruits $250M White Plains (NY) Team

Tags: Personnel, Financial Advisor Move

Cetera Financial Group announced that White Plains, NY-based Corporate Plans Retirement Strategies, with more than $250M in assets under advisement, has joined Cetera Wealth Partners from Equity Services.

Founded in 1985 by Gerald Mirra, the firm focuses on providing wealth management services to high-net-worth business owners, individuals, and families. Mirra is joined by partners Brian Vieselmeyer and Peter Swansen, Jr. Visselmeyer joined the firm in 2012 from MassMutual while Swansen joined in 2015 following a 12-year run at MetLife. The three have a combined eight decades of experience and bring a “wealth of technical knowledge” and relationship management expertise for its clients, according to the firm’s LinkedIn profile.

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