“I think you would be hard pressed to find a firm that has a better mix of certified professionals on their investment committee and team of advisors."
McLean, VA (PRWEB) July 16, 2014
McLean Asset Management Corporation (“McLean”) announced today that Robert Papa has joined the firm as a Wealth Manager. Mr. Papa, CFP®, has nineteen years of experience working with clients. Rob is passionate about providing and directing his clients to solid, strategic, financial and investment options which can enable them to meet both their current and future goals.
“We are very excited to welcome Rob to McLean,” said Dean Umemoto, Founding Principal and President of McLean. “Rob is an experienced and highly qualified advisor who will be an asset to our firm”. Mr. Papa worked at Charles Schwab for eleven years where he oversaw $550 million in assets for over 300 clients. He is a graduate of Southern Methodist University with BBA, Finance and BA, Economics degrees.
“It is an honor to join McLean and their experienced and extremely knowledgeable team,” said Mr. Papa. “I think you would be hard pressed to find a firm that has a better mix of certified professionals on their investment committee and team of advisors. McLean has an impressive thirty year track record of assisting clients with their financial and wealth management objectives, and I can’t wait to help further that tradition.”
Celebrating its 30th year, McLean Asset Management Corporation provides comprehensive wealth management services with a specialization in retirement income distribution and wealth accumulation. McLean expands beyond the standard level of financial advice by incorporating investment portfolios based on Nobel Prize-winning research and empirically driven financial planning best practices into a singular strategy to best address client needs and goals.
For additional information, please visit http://www.mcleanam.com.
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McLean Asset Management Corporation is a registered investment advisor and only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. The content of this publication is for informational purposes and is not an offer or solicitation for investment services or products.