AdvicePeriod Expands to 10th State
LOS ANGELES (PRWEB) June 18, 2018 -- AdvicePeriod, a national network of like-minded advisors, is pleased to announce the addition of Lizz Schneider CFP® as a Partner Advisor.
Schneider was previously a Senior Wealth Advisor with CliftonLarsonAllen Wealth Advisors where she worked for over 17 years. She decided to join AdvicePeriod because it gives her more control of her business and ownership of her clients.
“Lizz is an exciting addition to our team,” says Jack Straub, AdvicePeriod Principal. “She can maintain control over what she values for her clients while also taking advantage of our in-house resources and technology.”
“I joined AdvicePeriod because it’s the best thing for my clients and my family,” shares Schneider. “I wanted to be part of a forward-looking firm built for advisors, by advisors. AdvicePeriod gives me control over my clients, with an individualized approach towards financial planning while also providing valuable support which allows me to focus on what matters to my clients.”
Schneider is yet another significant addition to the quickly expanding AdvicePeriod team, which has reached upwards of 60 employees and 13 offices across the US. The firm’s technology integration and emphasis on advisors maintaining their autonomy have been attracting those who are concerned with where the industry is right now.
“Lizz is joining us at a crucial point of our growth,” says Straub. “We were just recognized as an Inc. magazine Best Workplace and as one of the fastest growing RIAs in the country. These recognitions show how sticking to the core values that we started with is paying off.”
AdvicePeriod has recently opened offices on both the East and West Coasts. The addition of the Wisconsin office marks their presence in 10 states.
About AdvicePeriod:
AdvicePeriod is a leading, SEC-registered investment advisor dedicated to focusing clients on the critical decisions necessary for managing their wealth. Our mission: to make wealth management more fair, effective, and successful; for clients and advisors alike. To learn more, visit: http://www.adviceperiod.com.
Jonathan Row, AdvicePeriod, +1 (424) 281-3600, [email protected]
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