Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that Jacob Turley* has joined the West division of Cetera Financial Specialists. Turley, who provides financial planning services to clients with nearly $25 million in assets**, was previously affiliated with Avantax Investment Services.
“Jacob’s passion for guiding his clients to achieve their ideal financial future through manageable, tax-smart steps ensure he’ll fit in well at CFS,” said Ron Krueger, president of CFS. “CFS is an excellent home for professionals looking to grow both their tax and wealth management business – and we have no doubt Jacob will thrive with us. I look forward to working together to benefit Jacob’s clients and to help grow his business.”
Turley has more than a decade of experience in the financial industry, starting out as a CFP® professional and CPA at American Financial Services before moving to Avantax Investment Services in 2012. He holds a Bachelor of Science in Accounting from the University of Utah and a Master of Taxation from Weber State University.
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