Avantax

Last week, Avantax joined financial planning leaders at the first‑ever AICPA Personal Financial Planning Symposium.

Avantax & Cetera Business Development team members Chris Nowell and John Gamble engaged with CPAs eager to elevate their planning expertise and strengthen the role of financial advice in their practices. Their discussions highlighted why credentials like the PFS are becoming even more essential as client expectations evolve.

Standing room only at today's Amplify Regional Meeting in Tampa! From reviewing client case studies to sharing best practices amongst peers, this meeting was one for the books. Next up: Irvine, California!

400% growth. Four years. One decision.

When growth feels out of reach, the right partner can change everything. Imagine what the next four years could look like for you with Avantax by your side. Click the link in comments to get started.