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Cetera Welcomes Former LPL Advisor
Cetera has hired Kim Ramchandani as a financial advisor. 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.”
Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.