Robert Pothier, Esq.
Attorney, Advanced Planning Group
Robert Pothier is an Attorney in the Advanced Planning Group for Cetera Financial Group, a leading network of independent broker- dealer firms. The platform is the second largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Robert is responsible for providing specialized advice and support to financial professionals. His area of expertise includes retirement planning, estate planning, charitable planning and federal income taxation.
Prior to joining Cetera, Robert was an advanced planning attorney with Pacific Life and John Hancock Financial. Robert is known for his industry expertise, communication skills and his ability to develop relationships with financial professionals and clients alike. He has traveled extensively with field wholesalers, delivered seminars and presentations for financial professionals and their clients.
Robert holds a J.D. from Suffolk University Law School, and a B.A. from Boston College majoring in political science, both located in Massachusetts. Robert is a CFP® and a member of the Massachusetts Bar Association.