Tag : financial planning experience

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,......
Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor
Fintech Investment Services News

Piedmont Advantage Credit Union Hires Carla Hooker, CFP, As its New Senior Financial Advisor

Fintech News Desk
by Fintech News Desk0
Piedmont Advantage Credit Union has expanded its investment solutions division with the recent hire of a new financial advisor, Carla Hooker, CFP. As a member of the investment solutions team, Hooker will provide financial advice on investment and insurance strategies for Piedmont Advantage members interested in asset and wealth management, retirement......
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