Tags Retirement Planning and Wealth Management

Tag: Retirement Planning and Wealth Management

2024 Best-in-State Wealth Management Teams: Legacy Wealth Advisors has been named to the 2nd annual Forbes List

eNewsChannels NEWS: -- Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the 2nd annual Forbes Best-in-State Wealth Management Teams list* for 2024! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.

Colorado-based Financial Advisor Keith Eckhardt of Edward Jones Receives CERTIFIED FINANCIAL PLANNER Certification

eNewsChannels NEWS: -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).

Strategic Benefits Advisors (SBA) today announced the appointment of Michael Yaschik as a senior benefits consultant

eNewsChannels NEWS: -- Strategic Benefits Advisors (SBA) today announced the appointment of Michael Yaschik as a senior benefits consultant. In this role, Yaschik will counsel SBA's clients as they navigate both strategic benefits initiatives and everyday administration of their pension, 401(k) and health and welfare (H&W) plans.

Palisade Capital Management LP named a Top RIA for 2023: one of the top registered investment advisors in the country

eNewsChannels NEWS: -- Palisade Capital Management, LP has been recognized by Financial Advisor magazine as one of the top registered investment advisors in the country. For over 25 years, individuals and families have turned to Palisade Private Wealth Management for comprehensive wealth management.

Advisor Group 16th W Forum conference: Stephanie Summers Speaks at Annual Event in San Diego

eNewsChannels NEWS: -- Stephanie Summers, a Frederick, MD-based financial advisor with Kramer Wealth Managers, affiliated with FSC Securities Corporation, was featured as a keynote speaker at Advisor Group's annual W Forum conference, held in San Diego, Calif. February 6-8, 2023.

MONEY Changemakers 2023: Deaf Financial Advisor Lee Kramer Named to List

eNewsChannels NEWS: -- Money profiled 50 innovators shaping Americans' finances, and included Kramer Wealth Managers' CERTIFIED FINANCIAL PLANNER™ professional Lee Kramer in their list. The wide-ranging list of people making meaningful, positive change in personal finance include Senator Elizabeth Warren, Ethereum co-creator Vitalik Buterin, YouTuber MrBeast, singer Lil Nas X, and Roblox CEO David Baszucki.

DaVinci Capital Partners Tailors Customized Financial and Retirement Solutions for Clients Throughout Ventura County, CA

eNewsChannels NEWS: -- DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.

Klingenstein Fields Advisors Adds Senior Advisor Michael S. Schiff, J.D., AEP, TEP to Its South Florida Team

eNewsChannels NEWS: -- Klingenstein Fields Advisors (KF Advisors) welcomes Michael S. Schiff, J.D., AEP, TEP, as a Managing Director based in the Boca Raton area. He will be joining John A. Pavela, CFA, Managing Director, who heads KF Advisors' south Florida team from its new offices located at 777 South Flagler Drive in West Palm Beach.

Jesse Scroggins of Southwestern Investment Group Named to Forbes’ List of Top Next-Gen Wealth Advisors for 2022

eNewsChannels NEWS: -- Southwestern Investment Group, an independent wealth management company, is pleased to announce that Jesse Scroggins, Executive Vice President and head of the Jesse Scroggins Wealth Team, has been named to Forbes' list of Top Next-Gen Wealth Advisors. The list recognizes a select group of individuals who are 40 years of age or younger, have a minimum of four years of industry experience, and lead - or are viewed as potential leaders of - their teams.

Lucas Swatzell of Southwestern Investment Group Named to the Forbes List of Top Next-Gen Wealth Advisors for 2022

eNewsChannels NEWS: -- Southwestern Investment Group, an independent wealth management company, is pleased to announce that Lucas Swatzell, Senior Vice President and head of the Swatzell Wealth team, has been named to Forbes' list of Top Next-Gen Wealth Advisors. The list recognizes a select group of individuals who are 40 years of age or younger, have a minimum of four years of industry experience, and lead - or are viewed as potential leaders of - their teams.

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