LAKE OSWEGO, Ore., Aug. 16, 2021 /PRNewswire/ — FP Transitions (FPT) — a main provider of valuation, succession setting up, and exercise fairness development companies in the money products and services market — not long ago added three new industry experts to its roster. Each of these men and women brings substantial market encounter and a useful point of view to the ever-rising FP Transitions crew.
The Lake Oswego-primarily based organization welcomes:
Eric Godes, Senior Vice President: Eric joins FPT with far more than a few many years of experience functioning wealth management companies. He has frequently stayed on the major-edge, helping Fidelity Investments start the very first-ever home inventory trading technique and later launching, Kobren Perception Management, a person of the nation’s initial at any time Unbiased Registered Expenditure Advisors which he grew from start off-up to in excess of $1B in property under management before advertising to E*TRADE Fiscal. Far more not too long ago he served as President and Main Operating Officer of two nationally-regarded RIAs each with above $1B in belongings below administration. As element of the FPT Company Consulting Team, Eric delivers his substantial practical experience to not only guidebook advisors, but also to assist them steer clear of issues he’s seen in the previous. “Owning been on the other aspect of seeking to clear up complications on my personal, it is good to be in a position to provide the steering and sources to support owners realize their ambitions,” he says. “Proprietors want a peer to talk to via crucial business enterprise conclusions. I am psyched to do the job with the FPT staff to deliver the integrated sources essential to assist advisory organizations meet up with their prolonged-term strategic targets.”
Scott Leak CFP®, Senior Advisor: Scott joins FPT soon after a lot more than two decades with TD Ameritrade in which he served build what grew to become TD Ameritrade Institutional. “At TD Ameritrade, I was a element of a remedy that accelerated so lots of advisors in getting achievements transitioning to the independent advisory product,” he explains. “Now, with FP Transitions, I want to aid accelerate what I believe is one of the most important tendencies in our market: empowering individuals advisors to build enduring, transferable firms.” Scott will be performing with Marcus Hagood who sales opportunities the Equity Management Answers™ team at FPT. This is a reunion for Scott and Marcus who both of those begun their careers and worked together at TD Ameritrade Institutional.
Jessica Flynn, Communications Director: Jessica joins FPT immediately after virtually a decade with the Financial Planning Association® (FPA®), the place she most just lately served as the Controlling Director of Strategic Partnerships. “We are at present dealing with a sustainability obstacle throughout this economical services field, and FP Transitions is tackling the challenge by aiding to produce fairness ownership alternatives for the up coming era of advisors. I am thrilled to aid advisors build sustainable enterprises and perform to assistance this profession as it continues to increase, evolve, and embrace adjust.” She brings worthwhile insights to both equally the interior workforce and all FP Transitions advisors as a fintech and subsequent generation thought leader, driver of meaningful partnerships, and champion of collaboration.
“We are thrilled to have Eric, Scott and Jessica sign up for us to enable not only our quick developing, medium-sized advisory clientele,” claims Brad Bueermann, CEO “But also to have the extra knowledge that augments the help to our $1B+ AUM purchasers as they transition to future era possession.”
Eric, Scott, and Jessica join the FP Transitions team of more than 55 professionals–including valuation, company consulting, analytics, and lawful experts–in offering solutions to a broad variety of financial advisory firms. This hottest addition of knowledgeable expertise will help FP Transitions to guide present-day and long term consumers towards their strategic targets.
About FP Transitions
FP Transitions is the nation’s main organization consulting firm focused to unbiased prosperity advisory enterprises. Due to the fact 1999, FP Transitions has finished much more economic companies transactions than any investment decision banker or small business broker in the state. With main products and services in advisory M&A and organization development, FP Transitions delivers in depth methods to financial companies corporations working with a concierge approach. Pay a visit to fptransitions.com for far more information and facts.
Resource FP Transitions