Advanced Planning Group Attorney
Roxanna Basetvat is an attorney in the Advanced Planning Group for Cetera Financial Group, a leading network of independent broker-dealer firms. The platform is the second largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
As an Advanced Planning Group attorney, Roxanna is responsible for providing specialized advice and support for financial professionals on a myriad of tax issues in the areas of wealth transfer, retirement, charitable, and tax-planning strategies for high-net-worth clients.
Roxanna has been with Cetera Financial Group since 2013 when she oversaw the review and approval of selling agreements product wide as a part of the Due Diligence Department.
Roxanna earned her bachelor’s degree from the University of California, Los Angeles (UCLA), and her law degree from the Southwestern School of Law. Roxanna holds a California Life, Accident, and Health Insurance Agent license and the Series 7 securities registration. She is licensed to practice law in the state of California.