Michael Kofman is a financial advisor with Cetera holding the ChFC® and Series 66 designations and has eight years of industry experience. He has previously worked with Avantax Advisory Services and HD Vest Investment Services. In addition to his advisory role, he is associated with Martin S. Kofman, CPA, where he prepares tax returns and performs accounting work for individuals and businesses. Cetera Investment Advisers LLC is an SEC-registered firm providing services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning solutions, utilizing a multi-manager platform with both affiliated and third-party managers, and oversees more than $256 billion in assets.

Martin Kofman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes long tenures at Avantax Insurance Agency LLC and Avantax Investment Services, Inc., and he has operated a CPA practice since 1982. Outside of advising, he is a partner in an investment partnership and manages a CPA tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including access to affiliated and third-party managers, serving over 800,000 clients with more than $256 billion in assets under management.