Tidemark Financial Partners announces two new hires and a promotion. The announcement comes as Tidemark seeks to increase capacity in order to serve its expanding client base as the firm experiences continued growth and success.
Lisa Aoki and Jared Redfield will join the firm as Service Consultants. While earning degrees in Financial Services at San Diego State University, they excelled through Tidemark Financials' rigorous internship program. Their responsibilities will include providing exceptional client service and implementation of financial plans. Jared and Lisa hold the Investment Advisor Representative License (Series 66), General Securities Representative License (Series 7) through LPL Financial, as well as their California Insurance Producer License.
I chose to work with Tidemark Financial because everyone is working together as a team to successfully elevate the firm, Jared said. I believe with our strong culture, we can nurture lasting relationships with our clients, added Lisa.
Frank Alvarez has moved up the ranks at Tidemark Financial Partners. He is celebrating his fifth year with the group. Frank is responsible for plan investment reviews, employee educational meetings, and one-on-one investment consultations. He also is the lead manager for the Tidemark Internship Program and an innovator of new technology for the firm.
Tidemark Financial Partners is an independent wealth management and comprehensive financial planning firm. Their specialty is developing holistic retirement plans that incorporate a client's unique employer benefits. The team is dedicated to the specific guidance that can answer questions and help provide families with financial confidence. The Financial Consultants of Tidemark Financial Partners are Registered Representatives with LPL Financial. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC
source - https://www.newswire.com/news/tidemark-financial-partners-announces-new-hires-and-a-promotion-amid-21145964
|Company Name||Contact Person||Contact Number||Email Id||Website||Address|
|TIDEMARK FINANCIAL PARTNERSfirstname.lastname@example.org||http://www.tidemarkfp.com/|
Yiren Digital Ltd. (NYSE: YRD) ("Yiren Digital" or the "Company"), a leading fintech company in China, announced that it has filed its ...Read More
Tidemark Financial Partners announces two new hires and a promotion. The announcement comes as Tidemark seeks to increase capacity in order to ser...Read More
New York saw a drastic fall in state income for April 2020, reports Bambridge Accountants New York. According to the monthly figures released...Read More
In a natural evolution, two great and trusted companies that are highly recognized and respected by millions of consumers, financial institutio...Read More
The Society of Financial Service Professionals (FSP) has partnered with San Diego-based Chalice Financial Network to significantly expand i...Read More