Tag : Avantax

Financial Advisor Shawna Vanaken Moves from Commonwealth to Cetera's Avantax Community of Tax-Focused Financial Professionals
Finance News

Financial Advisor Shawna Vanaken Moves from Commonwealth to Cetera’s Avantax Community of Tax-Focused Financial Professionals

PR Newswire
by PR Newswire0
Oregon-based Pinnacle Tax & Financial Services chooses Avantax for its tax expertise and growth resources Cetera welcomes longtime Commonwealth financial advisor Shawna Vanaken, CFP®, CPA, EA, who has joined Cetera’s community of tax-focused financial professionals – Avantax. Vanaken and her team at Pinnacle Tax & Financial Services, LLC, in Beaverton,......
april Strengthens Leadership with President and COO
Fintech News

april Strengthens Leadership with President and COO

Business Wire
by Business Wire0
Raj R. Doshi joins april as President and Chief Operating Officer, bringing extensive experience in the tax and information technology industries to supercharge april’s growth as the first new national e-file provider in 15 years april (April Tax Solutions Inc.),​​ the first AI-powered tax-filing product built to be embedded with......
Veteran Financial Advisor Jeffrey Steinberg Joins Avantax’s Employee-based RIA, Expanding Avantax RIA Footprint to Florida
Finance News

Veteran Financial Advisor Jeffrey Steinberg Joins Avantax Employee-based RIA, Expanding Avantax RIA Footprint to Florida

Fintech News Desk
by Fintech News Desk0
20-year financial services veteran leverages flexible Avantax affiliation models to create a future focused on consistent client service and growth opportunities Avantax, a leader in tax-focused financial planning, has acquired the wealth management practice of veteran financial advisor Jeffrey Steinberg, CFP®, ChFC®, CLU, JD, who becomes a Financial Planning Consultant......
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