Advisors want to focus on their clients. Their passion is positively impacting people’s lives. We help them do that.
LOS ANGELES (PRWEB) May 22, 2020
AdvicePeriod, a national wealth management firm built for advisors, by advisors, is pleased to announce the addition of Ray Prospero ChFC® as a Partner Advisor in Riverside.
Notably, Prospero becomes AdvicePeriod’s 30th Partner Advisor as it continues to expand its national network of like-minded advisors. “We started inviting advisors to join us four years ago,” explained Larry Miles, Principal of AdvicePeriod. “We were curious if there were other advisors out there who believe what we believe. Turns out, there are. Lots of them. And they’re everywhere.”
After earning his JD and practicing law for several years, Prospero launched his financial services career in 2010—and had spent the last 10 years at a nationally recognized firm. His passion is working directly with his clients. Prospero explains, “I joined AdvicePeriod because I craved greater independence for my clients, and I wanted to solely focus on ways to better achieve their goals.”
Prospero joins AdvicePeriod in the midst of the COVID crisis, which is causing many advisors and advisory firms to reconsider how best to deliver on their promises to clients. “We’re hearing from more advisors than ever, both advisors with their own companies, as well as those that are a part of a larger organization,” Miles shares.” Advisors want to focus on their clients. Their passion is positively impacting people’s lives. We help them do that.”
Prospero serves on the board of directors for LifeStream, a nonprofit, comprehensive blood center serving more than 80 medical facilities in Southern California. He is also a former board member of the Corona-Norco United Way and is actively involved in the Circle City Rotary Club.
AdvicePeriod expects to welcome several more Partner Advisors and open additional offices in the coming months. “We’re going to partner with every advisor, in every state, who shares our values and beliefs,” continued Miles. “We’re just getting started.”
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: https://www.adviceperiod.com.