Avantax – a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management – announced it has welcomed financial advisor Ali Kazemi, who is a seasoned professional with over 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.
KEY QUOTES:
“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. 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.”
“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.”
- Ali Kazemi
“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.”
• ⁃ Laurie Stack, VP, Business Development
