Financial Planning Committee
With deep collective experience and expertise in the financial planning industry, the Wealthspire Financial Planning Committee (FPC) is comprised of advisors who leverage their knowledge to not only develop personalized and comprehensive financial plans for their clients, but to also serve as a resource for their colleagues across the firm.
Committee members stay on top of the latest industry news and trends, seeking out new opportunities to support to advisors by:
- Providing educational webinars on the latest opportunities in the market and producing timely content
- Assisting those who have planning questions with expertise on complex strategies and topics
- Vetting new partner firms and new technologies
- Connecting advisors with partner firms based on a specific need or request
- Serving as a resource on changes to legislation that may impact tax and retirement planning
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Meet Our Financial Planning Committee Members
Interested in learning more about financial planning?
Our team writes frequently on various investing and financial planning topics that may be relevant to your unique circumstances. Learn more at www.wealthspire.com/news-resources.
Wealthspire Advisors LLC is a registered investment adviser and subsidiary company of NFP Corp.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.