Shawna Vanaken Joins Cetera's Avantax Community of Financial Advisors for Tax-Focused Solutions
In a strategic move that highlights the growing trend of tax-focused wealth management, Shawna Vanaken, a seasoned financial advisor based in Beaverton, Oregon, has chosen to join Cetera's community of tax-focused professionals, Avantax. With over 20 years of experience in tax and financial planning, Vanaken brings a wealth of expertise to her new role. For the last 19 years, she served at Commonwealth, a period during which she successfully expanded her practice by engaging clients in comprehensive wealth management while efficiently managing approximately $49 million in assets.
Vanaken leads Pinnacle Tax Financial Services, a firm she co-manages with her family, where she works closely with her son, Justin Vanaken, who is currently seeking to expand his qualifications. The firm's reputation, built on integrating tax strategies with wealth management, reflects its dedication to providing a holistic view of clients' financial situations. One of Vanaken's core philosophies is to go beyond simply preparing tax returns; instead, her firm aims to offer guidance that encompasses retirement planning and investment decisions.
Vanaken's decision to leave Commonwealth was influenced by LPL's acquisition of the firm, a change that did not align with her vision for the future of her practice. 'I was looking for a partnership that was client-focused rather than focused on rapid expansion,' she stated, emphasizing her commitment to maintaining personal relationships with clients. Cetera and Avantax emerged as an ideal fit due to their supportive resources and commitment to growth, particularly through Cetera's award-winning GrowthLine program.
With an emphasis on enhancing their digital presence, Vanaken's team is already developing a new website to better serve their clients. This move aligns with a broader trend in the financial services industry, where advisors are increasingly seeking to adapt their practices through technology and community involvement. Cetera's extensive network and resources are expected to help Pinnacle Tax Financial Services scale their operations while ensuring they remain grounded in personal service.
As Vanaken stated, 'The support, technology, and tax expertise offered by Avantax complement the way we serve our clients, making this a transformative time for us.' She joins a community of like-minded professionals at Avantax, aiming to share insights and collaborate at events like the upcoming Avantax National Conference.
Cetera's President of Wealth Management, Todd Mackay, expressed enthusiasm about welcoming Vanaken and her team into the Cetera family, recognizing her commitment to tax-focused financial planning. 'We are eager to equip Shawna with the tools and resources necessary to excel in her field, fostering connections with fellow professionals who share her dedication to holistic financial advisory.'
Vanaken's integration into Cetera's Avantax community illustrates a significant shift towards tax-intelligent wealth management within the finance industry, as more professionals realize the potential for growth by marrying tax expertise with comprehensive financial planning. Through this partnership, Vanaken anticipates not just opportunities for personal growth but also enhancing value for her clients, cementing a future where tax strategies directly influence investment outcomes and retirement readiness. For more information on Avantax and its offerings, interested parties can visit Avantax's website.
Vanaken leads Pinnacle Tax Financial Services, a firm she co-manages with her family, where she works closely with her son, Justin Vanaken, who is currently seeking to expand his qualifications. The firm's reputation, built on integrating tax strategies with wealth management, reflects its dedication to providing a holistic view of clients' financial situations. One of Vanaken's core philosophies is to go beyond simply preparing tax returns; instead, her firm aims to offer guidance that encompasses retirement planning and investment decisions.
Vanaken's decision to leave Commonwealth was influenced by LPL's acquisition of the firm, a change that did not align with her vision for the future of her practice. 'I was looking for a partnership that was client-focused rather than focused on rapid expansion,' she stated, emphasizing her commitment to maintaining personal relationships with clients. Cetera and Avantax emerged as an ideal fit due to their supportive resources and commitment to growth, particularly through Cetera's award-winning GrowthLine program.
With an emphasis on enhancing their digital presence, Vanaken's team is already developing a new website to better serve their clients. This move aligns with a broader trend in the financial services industry, where advisors are increasingly seeking to adapt their practices through technology and community involvement. Cetera's extensive network and resources are expected to help Pinnacle Tax Financial Services scale their operations while ensuring they remain grounded in personal service.
As Vanaken stated, 'The support, technology, and tax expertise offered by Avantax complement the way we serve our clients, making this a transformative time for us.' She joins a community of like-minded professionals at Avantax, aiming to share insights and collaborate at events like the upcoming Avantax National Conference.
Cetera's President of Wealth Management, Todd Mackay, expressed enthusiasm about welcoming Vanaken and her team into the Cetera family, recognizing her commitment to tax-focused financial planning. 'We are eager to equip Shawna with the tools and resources necessary to excel in her field, fostering connections with fellow professionals who share her dedication to holistic financial advisory.'
Vanaken's integration into Cetera's Avantax community illustrates a significant shift towards tax-intelligent wealth management within the finance industry, as more professionals realize the potential for growth by marrying tax expertise with comprehensive financial planning. Through this partnership, Vanaken anticipates not just opportunities for personal growth but also enhancing value for her clients, cementing a future where tax strategies directly influence investment outcomes and retirement readiness. For more information on Avantax and its offerings, interested parties can visit Avantax's website.
Topics Financial Services & Investing）
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