Brian Teta CFP®, ChFC®, CLU®, RICP®

As an Investment Adviser Representative at Cetera Investors, I specialize in retirement income planning. Because of the complexity, many people need help understanding the opportunities and strategies involved. I strive to explain complex ideas in language that my clients can easily understand, and by doing so, I hope to inspire my clients to take actions that promote financial success.

I have served in the financial services industry for over 24 years. Prior to working with Cetera Investors, I joined First Investors in 2000 as a Financial Adviser and transitioned to Branch Manager of the Binghamton office in 2008 – a position I held through the company change to Foresters Financial. In 2018, I stepped away from management to develop my own practice and expand the team purely because I missed interacting directly with my clients. Finally, in 2019, Cetera Investors purchased Foresters Financial, which has since led to many exciting opportunities and allowed me to expand the services I offer. Throughout the course of my career, I have obtained the industry designations of Retirement Income Certified Planner, Chartered Financial Consultant, and Certified Financial Planner.

I currently live in Vestal, New York with my wife, Billie. We have been married for 27 years. After we were married, it was important to us to start planning our future. We didn't know how, and in looking for help, I discovered that I had a passion for finance and planning, and I thought I could share my knowledge with other people. When I am not helping my clients plan for their future, I am also involved in the Family Enrichment Network as a board member, where I help promote family access to education, basic needs, and childcare support. In my free time, you can find me woodworking, playing poker, reading, playing strategy games, watching movies, and playing the piano.