LOS ANGELES, March 4, 2019 /PRNewswire-PRWeb/ -- AdvicePeriod, a national network of like-minded advisors is pleased to announce the addition of Megan Logee, ChFC®, and Chrissy Canapari, ChFC®, as Partner Advisors. They join Dan Legault, CFP® who first opened AdvicePeriod's Rhode Island office just over a year ago.
"We're really excited that Megan and Chrissy have joined us," shares Larry Miles, AdvicePeriod Principal. "I love what they do for their clients. We are a great fit for each other."
Megan and Chrissy join AdvicePeriod after a successful career with a Focus Financial firm where combined they worked with dozens of families and over $100 Million in assets.
"This is an exciting move for both of us," shared Chrissy Canapari. "We're excited by the resources we'll have for our clients."
AdvicePeriod's team of Partner Advisors continues to grow, adding to the knowledge and resources all of the advisors have at their disposal.
"AdvicePeriod is a great home for us," continues Megan Logee. "We'll have the control to deliver what we know is best for our clients, and a national network of like-minded advisors we can lean on when needed. It's the best of both worlds."
To accomplish their stated mission of reinventing wealth management, AdvicePeriod will seek to continue attracting advisors who share their beliefs. "If nothing else, we are proving that there is a diverse group of advisors in this country looking for something better for their clients," explains Miles. "These advisors are in every state. They are veterans and upstarts. They are women and men. And we want to work with all of them."
Megan and Chrissy cap a staggering start to 2019 for AdvicePeriod. Just over 6 weeks into the new year, AdvicePeriod has added 6 Partner Advisors and over $1B in expected new assets.
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.
SOURCE AdvicePeriod
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