Jeffrey Buchheister

Chief Financial Officer at Cetera Financial Group

Jeff Buchheister is the chief financial officer of Cetera Financial Group, where he serves as a member of Cetera’s executive leadership team. As CFO, he supports the company's growth strategy and vision by developing robust, best-in-class finance functions at the Cetera network level. With more than 22 years of financial services industry experience, Jeff brings to Cetera a broad set of leadership, management, and technical capabilities in the areas of finance, accounting, and operations.Prior to Cetera, Jeff most recently served as executive vice president and chief accounting officer for LPL Financial, where he provided strategic leadership and oversight for the corporate accounting, tax, and external reporting functions. Prior to that position, during his 13 years at LPL Financial, he held a series of leadership roles at the corporate and business unit levels. He also served as a board member and audit committee chairman for the Private Trust Company, a subsidiary of LPL Financial. Before joining LPL, Jeff was a senior manager at Deloitte, where he managed audit and audit-related consulting engagements for financial services companies, including E*Trade, American Funds, Pacific Life, and TCW. Jeff received a bachelor’s degree in business economics from the University of California, Riverside. He also successfully completed the leadership development program at Harvard Business School. In 2017, he was a finalist for the LA Business Journal’s CFO of the Year Award. He is a licensed CPA and holds Series 7, 24, 27, and 63 securities registrations.

Links

Previous companies

LPL Financial logo
Farmers Insurance logo
Deloitte logo

Timeline

  • Chief Financial Officer

    August, 2016 - present