Edmardo Tomei
Edmardo Tomei is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Gold River, CA, with 24 years of industry experience. Edmardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2356 Gold Meadow Way Suite 140, Gold River, CA, 95670
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Edmardo is the owner and senior wealth manager at PWA Financial, providing financial planning and retirement plan services, dedicating full-time hours to this role. He also works as an insurance agent selling life, annuities, and long-term care products, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Next Financial Group, INC.
Next Financial Group, INC.Broker
Eplanning Advisors INC
Eplanning Securities, INC.Broker
State Registrations10 states
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