Using technology to create an all-around better experience for our clients and advisors has been our mission from the start.
LOS ANGELES (PRWEB) April 29, 2021
AdvicePeriod, a nationally recognized network of like-minded wealth management advisors, is pleased to announce the addition of Randy Dippell as a Partner Advisor in Chicago, Illinois.
Randy brings over 25 years of experience, spending the last 21 years in wealth management. Serving as a trusted advisor for his clients, Randy primarily works with high-net-worth corporate executives who are approaching retirement. Before joining AdvicePeriod, Randy was the founder and owner of Nestegg Advisory, a Registered Investment Advisor that he started in 2012.
Randy graduated from DePauw University, where he received a Bachelor of Arts in Economics and Classical Civilizations, and holds the FINRA Series 66 License. He also is a Chartered Retirement Planning Counselor and a Chartered Retirement Plan Specialist.
The addition of Randy to the AdvicePeriod team highlights the firm's growing impact and recognition in the wealth management industry despite the ongoing COVID crisis.
"COVID accelerated the adoption of technology in the wealth management industry," explains Jonathan Straub, AdvicePeriod Founder, and Principal. "Using technology to create an all-around better experience for our clients and advisors has been our mission from the start. Now, we're in a position to provide our clients a smooth, uninterrupted experience today."
Over the last year, AdvicePeriod added nine new Partner Advisors and grew its team member count by over 50%.
"Joining AdvicePeriod has been a smart move for my clients," says Dippell. "I have access to and can collaborate with an outstanding, experienced team of advisors. I can utilize AdvicePeriod's technology and tools to scale my practice, continue to grow my business, and receive support where and when it's needed."
AdvicePeriod continues to grow, as the firm gains nationwide recognition for its distinctive approach to wealth management.
AdvicePeriod expects to add more Partner Advisors in the near future.
About AdvicePeriod
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.