Veteran advisor focused on empathetic service, transparent guidance, and lifelong client relationships selects Cetera to support her growth plans
SAN DIEGO, Jan. 12, 2026 /PRNewswire/ — Cetera welcomes financial advisor Kim Ramchandani and her deeply personal, relationship-driven approach to financial planning that emphasizes education, transparency and long-term client support. She now is affiliating with Cetera after nearly 20 years at LPL, where her experience included managing approximately $206 million in assets under administration.*
Serving clients ranging from first-time investors to those preparing for retirement, Ramchandani believes financial advice should be accessible to everyone, regardless of account size or experience level.
“My life experiences taught me early on that no two people, or financial journeys, are ever the same,” Ramchandani said. “That belief has guided my entire career. I focus on listening first to understand what truly matters to my clients and then building financial strategies that adapt as their lives evolve.”
Ramchandani said the move to Cetera is due to several changes LPL made that impacted relationships with her OSJ and the Webster Bank investment program where she was aligned for many years.
“We experienced several transitions with the bank program and LPL, and each change introduced new challenges. During that time, I often felt our concerns weren’t being heard and that we lacked a strong advocate,” Ramchandani said. “Cetera offers a robust platform and a well-established reputation, which made the decision to move from LPL to Cetera the right choice for me.”
At Cetera, Ramchandani can reconnect with other LPL alums, such as Community Financial Institution Director Brian Neyland, CFP®, who spent 15 years with LPL and was a key member of the large OSJ with which Ramchandani was previously aligned.
LeAnn Rummel, President and CEO of Cetera Investment Services, welcomed Ramchandani saying: “Kim’s emphasis on trust, empathy, and ongoing client education makes her an excellent fit with Cetera. We are eager to support her with our service excellence as she cares for clients while seeking the same outpaced growth results Cetera has helped many other advisors achieve.”
About Cetera
Cetera Financial Group (Cetera) is the premier financial advisor Wealth Hub, empowering independent advisors and institutions with personalized support, flexible affiliation models, and end-to-end growth solutions. Home to approximately 12,000 advisors and institutions, Cetera’s multi-channel ecosystem enables financial professionals to grow, scale or transition their businesses on their own terms.
Unlike traditional IBDs, Cetera offers true choice – blending modern technology, integrated wealth solutions, and a community-driven culture. Cetera’s five-channel model and commitment to long-term advisor value provide a scalable blueprint for consistent, repeatable growth.
As of Sept. 30, 2025, Cetera firms manage approximately $625 billion in assets under administration and $284 billion in assets under management. Its award-winning Voice of the Customer program has captured more than 40,000 advisor reviews, with over 35,000 five-star ratings, giving Cetera a 4.8 out of 5 satisfaction score.
Learn more at www.cetera.com and follow Cetera on LinkedIn, Instagram, Facebook, YouTube, and X.
Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera’s principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.
Avantax Planning Partners, Inc., is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of CFG). All the referenced entities are under common ownership.
Cetera exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.
*Value approximated based on information provided to Cetera for asset holdings as of July 21, 2025.
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SOURCE Cetera Financial Group
