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Multigenerational DFG Financial Group with Approximately $400 million in AUA Joins Cetera for Growth Support with Boutique-style Service

(PRNewsfoto/Cetera Financial Group) (PRNewsfoto/Cetera Financial Group)

News provided by

Cetera Financial Group

Sep 03, 2025, 09:02 ET

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New Jersey firm attracted by high-level concierge, white-glove support coupled with Cetera's deep resources and broad product selection and advanced technologies

SAN DIEGO, Sept. 3, 2025 /PRNewswire/ -- Cetera welcomes veteran financial advisors David Dominici, CLU®, ChFC®, CLTC®, CRPC® and Jacqueline Zapicchi-Cloughsey, MBA, CRPC®, and their multigenerational DFG Financial Group, with approximately $400 million in assets under administration*. Dominici moved his family-focused firm from Ameriprise Financial to one of Cetera's unique communities – Summit Financial Networks** – within the Cetera Advisor channel.

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DFG Financial Group (PRNewsfoto/Cetera Financial Group)
DFG Financial Group (PRNewsfoto/Cetera Financial Group)

Based in New Jersey and part of the Greater New York City Metro area, the firm is committed to its multigenerational approach, with its founder believing deeply that closeness and trust among family members working with the firm is key to success and high levels of client service.

"We're very proud of our line of succession because we want to be able to do business with our current clients, their children and their children's children, so we're in this for the long haul. We're proud to articulate that to our clients, and to a degree, I believe that's a competitive edge," said financial advisor David Dominici, the firm's founder. "We're also multigenerational so we have varied perspectives within the firm so we can collectively give clients the best possible service, which includes a broader product range, enhanced technology and a level of support that helps us maximize the time spent with clients instead of back-office work."

Dominici likens his firm to a pace car, always working to stay ahead of the pack in terms of client service, range of products, and the ability to deliver large-firm capabilities with a personalized approach, which he said led him to Summit Financial within Cetera.

"Cetera has the look and feel of true independence with back-office support, and what we really liked about Summit is the boutique culture and belief that we're going to get phenomenal service from a 12,000-advisor firm, but in a smaller carveout that fits our culture," Dominici said. "If I had to say the one thing we do the best, it's our service, and we wanted to be partnered with a firm that understands that and helps us to continue providing that service without interruption. Summit enamored us with how they do things and how they're set up to help us grow – we're definitely here to grow, we're not here to camp."

A key member of Dominici's team is his niece, financial advisor Jacqueline Zapicchi-Cloughsey, MBA, CRPC®, the firm's chief operating officer, who said: "With Summit and Cetera, the fee structure, range of products and service are all great, and we need that to help us grow. Most important, Summit gives us that small, cozy feel, that family feel. And we also know we have the support of Cetera, so we get the best of both worlds – that boutique firm backed by the much larger firm."

In addition to Zapicchi-Cloughsey, family members at the firm include Dominici's son-in-law, Jordan Assentato. Dominici noted, "We have great staff in addition to family members working here. We have good people and an incredibly high trust factor among us."

In welcoming Dominici and his team, Cetera Advisor Channel Leader Tom Halloran said: "David and his team want to spend every minute they can with clients, and Summit helps them do that by handling much of the back-office work. In addition to the culture at Cetera and Summit, our business acumen, deep resources, and the ability of Cetera to 'make the big feel small' brought us together."

Click here for more information about Cetera and here for more information about Summit Financial Networks.

About Cetera
Cetera Financial Group is the premier financial advisor Wealth Hub, empowering independent advisors and institutions with personalized support, flexible affiliation models, and end-to-end growth solutions. Home to approximately 12,000 advisors and institutions, Cetera's multi-channel ecosystem enables financial professionals to grow, scale or transition their businesses on their own terms.

Unlike traditional IBDs, Cetera offers true choice – blending modern technology, integrated wealth solutions, and a community-driven culture. Cetera's five-channel model and commitment to long-term advisor value provide a scalable blueprint for consistent, repeatable growth.

As of June 30, 2025, Cetera manages approximately $590 billion in assets under administration and $263 billion in assets under management. Its award-winning Voice of the Customer program has captured more than 40,000 advisor reviews, with over 35,000 five-star ratings, giving Cetera a 4.8 out of 5 satisfaction score.

Learn more at www.cetera.com and follow Cetera on LinkedIn, YouTube, X, and Facebook.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Investment Advisers LLC, a registered investment adviser, and the following FINRA/SIPC members: Cetera Advisors LLC, Cetera Wealth Services, LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. Located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Cetera firms are under separate ownership from any other named entity.

Cetera exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

*Value approximated based on asset holding details provided to Cetera as of May 6, 2025.

**Summit Financial Networks is a distinct community within Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

SOURCE Cetera Financial Group

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