Robert H. Potheir

Robert Pothier is an Advanced Planning Analyst in the advanced planning group for Cetera Financial Group. Robert is responsible for providing specialized advice and support to financial professionals. His area of expertise include: 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. He 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. He is a CFP® and a member of the Massachusetts Bar Association.