LOS ANGELES, March 20, 2019 /PRNewswire-PRWeb/ -- AdvicePeriod, a national advisory firm built for advisors, by advisors, is pleased to announce the addition of Brent Pressentin as Partner Advisor.
Brent comes to AdvicePeriod from Morgan Stanley Investment Management where he led business development and client engagement. He's created a track record of success in the industry since receiving his MBA from the UCLA Anderson School of Management.
"We're thrilled to have Brent join the team," says Jack Straub, AdvicePeriod Principal. "His personal philosophy to advising aligns perfectly with our values and our approach."
After becoming increasingly frustrated with the wealth management status quo, Brent says he joined AdvicePeriod because he shared the firm's desire to reinvent the client experience. "I'm so excited to join this planning-focused team. They'll enable me to get out of the product world and really help people plan."
AdvicePeriod's hand-selected technology stack served as one of the major selling points for Brent. "AdvicePeriod has all the resources an advisor could dream of to optimize the client experience," says Pressentin. "I'm really looking forward to leveraging all the technology the firm has to offer."
Brent is just one of many people in the industry who share the sentiment that planning is the best long-term solution for their clients. AdvicePeriod has become the nationwide favorite of high net-worth clients and their advisors because of their focus on adding value through planning, reducing taxes, and minimizing fees.
"This is a very exciting time for AdvicePeriod," Straub says. "We've had 7 Partner Advisors join us in 2019 thus far."
AdvicePeriod doesn't plan on stopping growth anytime soon. The new additions to their team totals over $1 billion in expected new assets. Furthermore, the RIA plans to share their estate planning visualization technology very soon.
SOURCE AdvicePeriod
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