DALLAS--(BUSINESS WIRE)--Avantax® Inc. (Avantax), a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management, welcomes financial advisor Ali Kazemi, a seasoned professional with more than 30 years of financial services experience. Based near San Francisco, Kazemi has been an independent financial professional since 2009. He was previously affiliated with LPL Financial where he had approximately $60 million in client assets under administration as of April 2024*.
Kazemi said he was initially drawn to Avantax because of their technology, and became even more attracted once he observed the engaged, active and collaborative community of Financial Professionals. Having grown his practice by providing a boutique, high-touch level of client service, Kazemi said he was looking for the perfect fit in a financial services partner.
“I thoroughly enjoy being an independent broker, but have missed being part of a team and see great value in it. From the beginning, working with Avantax has felt like family,” Kazemi said. “Through the entire process, Avantax was incredibly supportive. The onboarding and marketing teams really listened to what I wanted. Based on the experience so far, I know I’m not going to be disappointed with Avantax.”
A unique aspect about Kazemi’s practice is his long-standing client relationships and his focus on providing financial advice for entire households.
Kazemi said: “I strive to provide families with A-to-Z service, whether that’s helping guide their investments, managing expenses, generating income or managing their retirement plans. Clients say I’m not a typical stockbroker, and I view that as a huge compliment. I learned a long time ago that if you engage with clients about their household, and you help them manage all aspects of their financial life, that generates more interest from clients to entrust more to you – whether it’s investment strategies or helping with their tax situation, if you have something good to offer that adds value, clients will be open to listening.”
In welcoming Kazemi to Avantax, Laurie Stack, VP, Business Development said: “Ali is all about making deep and long-lasting connections with his clients, which is the same approach Avantax takes with our amazing Financial Professionals. Ali told us he feels the genuine support, camaraderie and enthusiasm Avantax has for him and his firm, which is a wonderful compliment. We look forward to supporting Ali as he works to grow his practice even more.”
Tax and financial professionals can learn more about Avantax by clicking here.
*Value approximated based on asset-holding details provided to Avantax.
About Avantax®
Avantax, a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals and CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model and the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors and offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., and insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA, insurance agency, and affiliated broker-dealer, Avantax Investment Services, Inc., and partners with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. Collectively, Avantax had $92.8 billion in assets under administration as of Dec. 31, 2023. For additional information, please visit www.avantax.com.
