About Us

Why We Do What We Do

While our firm name, Cetera Wealth Partners, may have changed over the years based on our broker-dealer affiliation, our team’s commitment to providing our clients with the most effective and efficient service has consistently persevered. Our firm was founded by Donovan Wilson in 1972 in Northern California with a common goal among the team: to prioritize showing up for our clients, day or night, rain or shine.

Our proudest accomplishment is that our firm is 100% family owned and operated. Our current President, Kevin Wilson (hyperlink to “Kevin Wilson Biography”), is a second-generation Advisor that learned everything from his father, Donovan. He took over the firm once he gained the knowledge and experience necessary to properly alleviate our clients’ concerns and deliver
outstanding service for each and every one of their financial goals and needs. Our firm continues to be a pillar of financial peace of mind in our surrounding communities. Additionally, our firm’s administrative assistant, Ashley Baughman, is part of the third generation of the family business as Kevin’s niece. Together, the Wilson family line has made a commitment to always put the development of trusting, long-lasting relationships with our clients above all else.

We invite you to discover and experience the power of our services. We believe that it has far-reaching benefits for our clients to get opinions from sources with diverse backgrounds, education, and experience.

A Look Into Our Process

Our process begins with getting to know you and what is important to you. Once we have established what you want to work towards, we will share who we are and what we can offer you before we specifically address your wants and needs. Without fail, we promise to always discuss what we believe to be the foundations of financial literacy, which also give us the information we need to identify and offer the best path or products for your unique financial picture. As fiduciaries, we are legally and ethically bound to act in our client’s best interest, in doing so we preserve good faith and trust with our clients.

Throughout this process, you will have the opportunity to ask questions and make a supported and informed decision regarding each step that the process covers. If and when you decide to move forward, we will dive deeper into fact-finding and utilizing our resources to help you take the necessary steps toward financial freedom. You can also rest assured that we will continue to be available for you long after the money is invested – we are here for the long run, and we are happy to meet with you on a continuous basis to monitor your financial plan and make adjustments as needed based on life’s expected and unexpected obstacles. We hope you'll browse the various resources available on our website, and we welcome the opportunity to meet and discuss your unique financial circumstances.