Echo45 Advisors Launches Independent Advisory Practice With Support From TruClarity Management Solutions
WALNUT CREEK, Calif., March 3, 2020 /PRNewswire/ -- Echo45 Advisors, a Walnut Creek, CA-based Registered Investment Advisor, announces the launch of its wealth management practice ready to serve individuals, families and small businesses in California.
Echo45 Advisors was founded by Jon Henderson, CFP®, CRPC® who will lead the team of four as Lead Financial Advisor and Chief Investment Officer. Henderson will work closely with Genecar Z. Vivo, Director of Concierge Services and Office Manager, Kevin Cheeks, CFP®, Director of Planning Services and Chief Compliance Officer, as well as Cole Matsuura, Planning Coordinator. Henderson previously worked for Merrill Lynch where he managed $148M in AUM and Cheeks worked at Charles Schwab.
"I believe the fee-only, RIA channel is the best route for the delivery of personal financial planning and investment management for individuals and small businesses. I decided to launch Echo45 Advisors to give clients a home where they can work directly with a CERTIFIED FINANCIAL PLANNER™ supported by cutting edge financial technology that continues to improve on a daily basis," said Henderson.
Echo45 Advisors will offer a variety of CFP® professional advice including family and estate planning, retirement savings and income, risk management and insurance, investment and tax, as well as charitable giving. They will also offer employee benefits planning for small businesses.
"All of us at TruClarity Management Solutions are truly honored to have the privilege of working with Jon and his entire team at Echo45 and we look forward to a long and flourishing partnership. Jon and his team have an amazing compassion for helping clients reach their financial goals and were ideal candidates for making the transition from financial services employees to members of the independent space," stated Shad Besikof, President and COO of TruClarity Management Solutions.
TruClarity Management Solutions offers financial advisors a proven solution to ease the challenges of transitioning to independence and business ownership. They guide advisors through every step of the move from initial financial analysis to the company launch. The practice management team at TruClarity Management Solutions also provides comprehensive ongoing back office services after advisors go independent.
"Working with TruClarity Management Solutions has been one of the best decisions we have made along our journey to launch Echo45 Advisors. Looking back at what we have accomplished so far, it's hard to imagine that we could have gotten anywhere near this point without them handling the heavy lifting and keeping the important objectives on track for the launch of Echo45 Advisors. TruClarity Management Solutions has felt like a natural extension of our team and we feel blessed to have them in our corner," said Henderson.
For media inquiries, please contact Ashley Wolf of Flackable at (866) 225-0920 ext. 107 or [email protected].
About Echo45 Advisors:
Echo45 Advisors LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Echo45 Advisors LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Echo45 Advisors LLC unless a client service agreement is in place. Learn more at Echo45Advisors.com
About TruClarity Management Solutions:
TruClarity Management Solutions is a trusted solution for financial advisor independence and life beyond the leap. Offering a comprehensive transition solution, TruClarity Management Solutions equips advisors with a robust, turnkey platform to support their firm's day-to-day activities. Learn more at MyTruClarity.com.
Ashley Wolf
Flackable
(866) 225-0920 ext. 107
[email protected]
SOURCE TruClarity Management Solutions
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