Press Release (ePRNews.com) - SAN DIEGO - May 15, 2020 - 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
For more information about this topic, please contact Tidemark Financial Partners at 858.925.8000, email email@example.com or visit www.tidemarkfp.com.
Tidemark Financial Partners