Cetera’s Employee-Based RIA, The Retirement Planning Group, Acquires Lee Financial Group Hawaii

The Retirement Planning Group (TRPG), Cetera’s employee-based RIA, has made its second acquisition of the year by acquiring Lee Financial Group Hawaii. This acquisition adds approximately $225 million in assets under management to TRPG, which now oversees more than $2 billion in assets.

Six employees from Lee Financial will join TRPG/Cetera, bringing their expertise in investment management and financial planning services to the team. Terry Lee, President and CEO of Lee Financial, expressed confidence in the partnership, stating that TRPG’s values align with their commitment to putting clients first.

This acquisition follows TRPG’s first acquisition earlier in the year when they acquired Dightman Capital Group, Inc. TRPG’s CEO, Kevin Conard, highlighted the importance of finding the right long-term partner, and both parties are excited about the opportunities for growth and success.

TRPG, headquartered in Leawood, KS, is known for providing comprehensive wealth management services to over 2,000 clients nationwide. Cetera Financial Group, the parent company of TRPG, offers support and services to financial professionals and institutions to help them grow, scale, or transition with a merger, sale, investment, or succession plan.

With over 12,000 financial professionals and $505 billion in assets under administration, Cetera is a leading Wealth Hub in the industry. The acquisition of Lee Financial Group Hawaii further solidifies TRPG/Cetera’s position as a key player in the financial advisory space.

For more information about TRPG and Cetera Holdings, visit their websites.