LPL Financial
47yrs
Top advisor by experience in San Diego
41yrs
Robert Celeste
Full name on record: Robert Patrick Celeste
Financial advisor at Cetera Investment Advisers
Robert Celeste has worked in the financial industry for 41 years and is a financial advisor based in San Diego, California. Robert has been with Cetera Investment Advisers since 2023. Robert holds the CFP® designation.
At a glance
Experience41 years (since 1985)
How that compares ?Top 2% by experience in San Diego
Office3131 Camino Del Rio N Suite 300, San Diego, CA 92108
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowCetera Investment Advisers LLCCurrent firm
Contact Robert
Local office(619) 878-1577Ask for Robert. (310) 257-7880Main office · Schaumburg, IL 3131 Camino Del Rio N Suite 300San Diego, CA 92108Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Robert’s local office at (619) 878-1577 or the Cetera Investment Advisers main office at (310) 257-7880, and ask for Robert Celeste.
How long has Robert been a financial advisor?
Robert has been in the industry since 1985, about 41 years. Top 2% by experience in San Diego.
What licenses does Robert hold?
Series 63. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Stratos Wealth Partners
47yrs
Top 1% by experience in San Diego
LPL Financial
47yrs
Top 1% by experience in San Diego
Wedbush Securities
47yrs
Top 1% by experience in San Diego
Wedbush Securities
47yrs
Top 1% by experience in San Diego
UBS Financial Services
46yrs
Top 1% by experience in San Diego