Coto de Caza,
Cetera's Financial Plan Design Group is a key resource partner, composed of two paraplanners and two CERTIFIED FINANCIAL PLANNERS™. Collectively they bring more than 100 years of experience to our practice. They are a dedicated team that specializes in planning ONLY. Since financial planning is their focus, they are highly skilled at building customized plans for each and every client we engage with, providing for a collaborative, interactive and informative client experience while ensuring an unbiased assessment free from any conflict of interest.
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Scott Bakley, CFP® Financial Plan Design Planner
Scott has over 25 years of experience in Financial and Retirement planning services. Scott joined Cetera Financial Group from the Voya Advanced Planning team where he was responsible for constructing and consulting with advisors regarding their client’s financial plans. Scott will be continuing to design and construct financial plans and will be looking for ways to help position the advisor to help answer client concerns and uncover new opportunities.
Scott holds the Series 7, 24, and 63 registrations as well as a CERTIFIED FINANCIAL PLANNER ™ designation.
Joni Darling Financial Plan Design Specialist
Joni has been in the banking and finance industry for 22+ years, before joining Cetera Financial Group she was a Team Lead for the Voya Transition Team. She assisted advisors and support staff to be appropriately credentialed, organize all aspects of their business to successfully transition their clients and assets under management. Joni embraced the Continuous Improvement model to proactively search for innovative ways to improve the overall experience for the advisors.
Since joining she has been proactive in learning the planning applications, establishing partnerships and continually striving to exceed clients' expectations. Joni has a Bachelor of Science in business management and holds the FINRA Securities Industry Essentials (SIE) credential.
Ken Kondas CLU, ChFC, CFP® Financial Plan Design Planner
Ken has 38 years of experience in the Financial Services Industry. His areas of focus include banking, insurance, investments and financial planning. He has served in several production and planning roles over the course of his career. Ken recently joined Cetera Financial Group to share his knowledge and experience with the advisor network and to assist with financial plan design and delivery to satisfy their client’s planning needs which provides the foundation for building and growing strong client relationships.
Ken holds the series 6,7, 63 and 65 registrations as well as the following professional designations: CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant) and CFP® (CERTIFIED FINANCIAL PLANNER ™).
Quin Solamo Financial Plan Design Specialist
Quin got her start in financial services with Charles Schwab in San Francisco when the internet went public. She has worked in operations, retirement plan services, trading, and in the branch. She joined Cetera in 2018 on the Financial Planning and Support team, garnering an expert knowledge of MoneyGuide while cultivating deep relationships with her advisors. She is eager to use financial planning to help the advisor tap into their toolbox to discover and resolve their client’s concerns and help realize their dreams.
Quin earned a Bachelor of Science in Information Technology, holds the Series 7, 66 and insurance licenses, and is pursuing the CFP designation.