Avantax
Acquis par Cetera Financial Group
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Avantax fait désormais partie de l’entreprise Cetera Financial Group. For up-to-date information, please see the Cetera Financial Group profile..
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Congratulations to Advanced Planning Solutions Consultants, Rod Washington, CFP®, CES™ and Matthew Strough, CFP® on earning their Certified Financial Planner® designation! Avantax Manager of Advanced Planning Solutions Brian Schmidt, CFP® said, “We’re excited for both Rod and Matt on this incredible achievement. Earning the CFP® designation is a testament to their dedication and abilities, and it will add immense value to their relationships with our Financial Professionals.”
Soliciting and implementing feedback directly from the Financial Professionals we serve is another unique aspect of the hashtag#AvantaxCommunity. We're excited to welcome several new members to our Advisor Council, who will join existing council members to provide the input that helps Avantax leadership address important topics facing our Financial Professionals.
We've attended a variety of Drake Software events this year, and each one has been a blast! We're already looking forward to next week's event in Las Vegas.
Three reasons Avantax Co-CIO Jennifer Hutchins (Dent), CFA is a big fan of the Chartered Financial Analyst (CFA®) designation: 1) It provides a good foundational knowledge of a broad array of financial areas and concepts 2) The rigorous nature of the test builds character through sacrifice and dedication 3) It's highly respected among employers and industry peers Thanks to the CFA Society Dallas/Fort Worth for inviting Jennifer to share her experience and insights during their virtual event earlier this week.
Featured on this episode of The Connected Advisor is none other than Avantax Manager of Financial Planning Emily Millsap! Host Kyle Van Pelt discusses with Emily her passion for behavioral finance, including financial therapy's role in holistic planning and how our relationship with money is often influenced by personal experiences and cultural upbringing. Watch here: https://bit.ly/3ZcNiCN Listen here: https://apple.co/4fARuSA
What are we grateful for this Thanksgiving week? Meetings like these with the #AvantaxCommunity! It was a full house in Chicago, including Avantax Wealth Management President Andy Watts, CFP® who presented to the group.
Avantax team members Jonathan S., Sam Gruhl, CFA, and Justin Scott joined our partners at Drake Software for their Update School event in Dallas this week. They met with a variety of friends old & new to share the tax-intelligent advantage tax professionals can experience with Avantax's Strategic Partnership Program and Avantax Planning Partners.
Avantax is known as the home for Tax-Intelligent Financial Professionals, but did you know we're also a top choice for female Financial Professionals? At our National Conference last week, Vice President of Business Development and head of the Avantax Women's Advisor Forum Laurie Stack shared why she's so inspired by the path women are taking to create milestones in our industry ahead of the next decade's historic transfer of wealth to women.
The final day of this year’s National Conference has featured a multitude of breakout sessions and opportunities to network with peers - and, still to come, our fabulous Closing Dinner at the USS Midway Museum! ⚓
Hello from San Diego! 👋 The #AvantaxCommunity hit the ground running on our first full day of National Conference with opening remarks from Avantax President Andy Watts, CFP® and Cetera Holdings CEO Mike Durbin, followed by The Washington Update with featured speaker Jeff Bush, plus plenty of insightful breakout sessions.
