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Tag Archives | Retirement Planning and Wealth Management

Klingenstein Fields Advisors Adds Senior Planner to its Team

NEW YORK, N.Y., June 14, 2024 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors) is pleased to welcome Andrew Vrachimis as a Managing Director. Andrew will join the Wealth Planning team, helping individuals and multi-generational families grow and protect their wealth and accomplish their estate planning and charitable goals. With a practical approach to personalized […]

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Foster Group Recognized as a 2024 Gallup Exceptional Workplace Award Winner

WEST DES MOINES, Iowa, April 12, 2024 (SEND2PRESS NEWSWIRE) — On March 27, 2024, Foster Group received recognition as a 2024 Gallup Exceptional Workplace Award winner. This is the seventh time Foster Group has received this award, placing them among eleven other companies to achieve this distinction. The award recognizes organizations that have created and […]

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Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the seventh year in a row – in Illinois

WARRENVILLE, Ill., April 5, 2024 (SEND2PRESS NEWSWIRE) — Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list for 2024! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent […]

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

WARRENVILLE, Ill., Jan. 9, 2024 (SEND2PRESS NEWSWIRE) — 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.

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

COLORADO SPRINGS, Colo., Dec. 12, 2023 (SEND2PRESS NEWSWIRE) — 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).

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Strategic Benefits Advisors hires industry veteran Michael Yaschik as a senior benefits consultant

ATLANTA, Ga., Nov. 29, 2023 (SEND2PRESS NEWSWIRE) — 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.

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Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the sixth year in a row – in Illinois

WARRENVILLE, Ill., April 5, 2023 (SEND2PRESS NEWSWIRE) — Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.

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Stephanie Summers of Kramer Wealth Managers Speaks at Advisor Group’s 16th Annual W Forum Event

SAN DIEGO, Calif. /California Newswire/ — 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. Originally published on CaliforniaNewswire.com — Stephanie Summers of Kramer Wealth Managers Speaks […]

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Deaf Financial Advisor Lee Kramer Named to Money’s Changemakers List

FREDERICK, Md., Jan. 20, 2023 (SEND2PRESS NEWSWIRE) — 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, […]

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DaVinci Capital Partners Craft Customized Financial Solutions Throughout Ventura County

WESTLAKE VILLAGE, Calif. /California Newswire/ — 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. Originally published on CaliforniaNewswire.com — DaVinci Capital Partners Craft Customized […]

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DaVinci Capital Partners Crafts Customized Financial Solutions for Clients Throughout Ventura County

WESTLAKE VILLAGE, Calif., Aug. 17, 2022 (SEND2PRESS NEWSWIRE) — 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.

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

FRANKLIN, Tenn., Aug. 8, 2022 (SEND2PRESS NEWSWIRE) — 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 […]

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Southwestern Investment Group’s Lucas Swatzell Named to Forbes’ List of Top Next-Gen Wealth Advisors

FRANKLIN, Tenn., Aug. 8, 2022 (SEND2PRESS NEWSWIRE) — 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 […]

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Southwestern Investment Group Names Brandon Kew as Vice President

FRANKLIN, Tenn., May 23, 2022 (SEND2PRESS NEWSWIRE) — Southwestern Investment Group, an independent wealth management company, is pleased to announce the promotion of Brandon Kew of the Kew Wealth Team to Vice President. His promotion to Vice President of Southwestern Investment Group is a testament to his strong work ethic, as he is always seeking […]

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