Women-focused firm is leaving Cetera to join leading OSJ of Osaic as its growth partner and to enhance client service delivery
NEW YORK, Oct. 12, 2023 /PRNewswire-PRWeb/ -- Affiliated Advisors, a leading OSJ with Osaic, announced today Kristi Andersen Financial Partners has joined the firm.
With nearly 40 years' experience, Kristi Andersen, CFP®, CKA is a veteran financial advisor, focusing on serving female investors with financial guidance and planning for women at all stages of life. Whether single, divorced, or widowed, Kristi helps all women investors understand and take control of their finances as well as their futures via her key principles to support their clarity, confidence and control.
"With our specialized area of focus, it was important to find an advisor support platform that truly understands our business and how to best serve female clients," Andersen said. "Having worked extensively with female focused firms I immediately knew that Affiliated Advisors would be a terrific partner and we look forward to our next chapter of growth."
"We are thrilled to welcome Kristi to the Affiliated Advisors community," said President Rita Robbins. "Her firm is an ideal partner for us and we look forward to providing the resources to assist Kristi and her clients realize their financial goals and objectives."
Affiliated Advisors provides a comprehensive suite of business management, compliance, technology, marketing, and investment advisory solutions and services, along with direct access to service professionals, skilled in helping advisors streamline their workflows. Additionally Affiliated Advisors is known for easy transitions, as well as succession planning resources and acquisition opportunities.
In the last three years, 34 advisors have joined Affiliated Advisors, bringing the total to nearly 100, and has expanded its geographic footprint to become a national firm. To learn more about the Affiliated Advisors' difference, visit http://www.AffiliatedAdvisors.com.
About Affiliated Advisors
Founded nearly 30 years ago by industry veteran, Rita Robbins, Affiliated Advisors is a team of experienced and innovative industry experts with a passion and mission to help solo advisors and emerging teams build the practices of their dreams through a dedicated service and support platform. Affiliated Advisors' award-winning suite of marketing, technology, compliance, service, financial planning, practice management and succession planning resources is helping nearly 100 financial advisors grow and better manage their advisory businesses.
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Read the press release here: PRWeb.com - Kristi Andersen Financial Partners Selects Affiliated Advisors for Advisor Support Platform