Cetera’s The Retirement Planning Group acquires Lee Financial Group Hawaii
The Retirement Planning Group (TRPG), an employee-based Registered Investment Advisor (RIA) under Cetera Holdings, has significantly expanded its wealth management services by acquiring Lee Financial Group Hawaii. With assets under management totaling approximately $225 million as of March 31, 2024, Lee Financial is known for its comprehensive investment management and financial planning services, primarily serving […]