Avantax, a subsidiary within Cetera Holdings and a tax-focused financial planning and wealth management firm, has welcomed financial adviser 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.
