We’re excited to connect with individuals that want to change the advisory landscape using technology and a focus on planning.
LOS ANGELES (PRWEB) June 24, 2020
AdvicePeriod, which includes a nationally recognized wealth management network of like-minded advisors, is pleased to announce the addition of Laurel Mann, CFP® CMFC®, as a Partner Advisor in Newport Beach, California.
Mann joins the growing team at AdvicePeriod, which grew to over $3.5 billion over the past several years, and has won numerous accolades for expertise in wealth planning and outstanding company culture. “We’re excited to connect with individuals that want to change the advisory landscape using technology and a focus on planning, as well,” says Larry Miles, AdvicePeriod Principal.
Mann brings with her over 20 years of experience in financial planning and prides herself in providing strategic investment advice and exceptional client service to professionals. “It’s important for advisors who join us to share our values, and Laurel encapsulates ours,” explains Miles. “We want to provide best-in-class financial plans and help our clients meet their goals effectively and efficiently, period.”
With crisis—such as the COVID-19 pandemic—comes opportunity, and Mann plugs into AdvicePeriod during this time when advisors are questioning current processes. “I was drawn to AdvicePeriod for their innovative tech-driven philosophy,” says Mann. “I see the ability to leverage their technology and advisor resources to grow and better my practice as a huge advantage. Now I can spend more time building relationships and servicing clients.”
AdvicePeriod offers the opportunity of growth, ownership, and simplicity to advisors so they can focus on their existing clients and finding new ones. AdvicePeriod expects to welcome many more Partner Advisors in the coming months, continuing on the path to reinventing wealth management.
AdvicePeriod is an 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: https://www.adviceperiod.com.