Tom Gooley's Planned Retirement Marks a New Era for Cetera Financial Group Cetera's COO Tom Gooley announces his retirement, concluding a notable era of leadership. His contributions have laid a strong foundation for the company's future.

Tom Gooley's Planned Retirement Marks a New Era for Cetera Financial Group #United_States #San_Diego #Cetera_Financial #Avantax #Tom_Gooley

Avantax Welcomes Prestige Global Private Wealth to Enhance Client-Focused Financial Services Avantax expands its tax-focused community by welcoming financial advisor Waheed Siddiqui and Prestige Global Private Wealth, enhancing client-centered services.

Avantax Welcomes Prestige Global Private Wealth to Enhance Client-Focused Financial Services #United_States #Dallas #Cetera #Avantax #Waheed_Siddiqui

Shawna Vanaken Joins Cetera's Avantax Community of Financial Advisors for Tax-Focused Solutions Shawna Vanaken, a seasoned financial advisor, transitions from Commonwealth to Cetera's Avantax, enhancing her practice with tax-centered wealth management.

Shawna Vanaken Joins Cetera's Avantax Community of Financial Advisors for Tax-Focused Solutions #United_States #Beaverton #Cetera #Avantax #Shawna_Vanaken

Christian Benard Transitions to Cetera, Elevating Tax-Focused Financial Advisory Services Veteran financial advisor Christian R. Benard joins Cetera as part of his move to enhance tax-focused wealth management strategies, bringing $365 million in AUA.

Christian Benard Transitions to Cetera, Elevating Tax-Focused Financial Advisory Services #Cetera #Avantax #Christian_Benard

Cetera Expands Its Tax-Focused Advisor Community Welcoming Oestriecher Financial Management Firm Cetera has welcomed Oestriecher Financial Management into its Avantax community, enhancing its tax-focused advisory services with $154 million in AUA.

Cetera Expands Its Tax-Focused Advisor Community Welcoming Oestriecher Financial Management Firm #United_States #Alexandria #Cetera #Avantax #Oestriecher_Financial

Avantax Achieves Spotlight as Finalist in 2025 Wealthies for Practice Management Recognized at the Wealth Management 2025 Industry Awards, Avantax's 'Rise to Elite' program empowers financial advisors for growth and client success.

Avantax Achieves Spotlight as Finalist in 2025 Wealthies for Practice Management #United_States #Dallas #Wealth_Management #Cetera #Avantax

Avantax Expands Its Reach with Acquisition of WealthCare Financial Totalling $180 Million Avantax continues to grow with the acquisition of WealthCare Financial, significantly enhancing client services and team expansion in their financial planning sector.

Avantax Expands Its Reach with Acquisition of WealthCare Financial Totalling $180 Million #United_States #Dallas #Financial_Planning #Avantax #WealthCare_Financial

Clint Brookshire's New Role as Avantax Community Leader Marks a Key Transition in Leadership Avantax has announced Clint Brookshire's promotion to Community Leader, highlighting his dedication and advocacy for advisors in the financial community.

Clint Brookshire's New Role as Avantax Community Leader Marks a Key Transition in Leadership #USA #Dallas #Avantax #Clint_Brookshire #Community_Leader