Financial Architects Partners Expands West Coast Operation
16 Feb, 2011, 10:24 ET
BOSTON, Feb. 16, 2011 /PRNewswire/ -- Financial Architects Partners (FAP) is pleased to announce several exciting developments in their West Coast operation. Since opening the Palo Alto office in 2006, Jeff Ostrum, Principal, has introduced many Bay Area advisors to the concept of active management of large life insurance portfolios for wealth transfer planning. Many locally and nationally recognized family offices, tax planners, estate planning attorneys, and wealth managers quickly recognized the value in FAP's proven process, and now rely on them as a valuable resource for life insurance planning for their super affluent clients, as evidenced by FAP's strong growth since 2006.
This growth has resulted in expansion to new offices (as of February 1st) located at 540 University Avenue, Suite 350, in the heart of Downtown Palo Alto. Ayako Sawanobori, who formerly ran the Client Service Team, has relocated from FAP's Boston headquarters, in a new role of Regional Business Manager. Nina Luu has also joined FAP in Business Development, leveraging her years of experience and success in Technology and Venture.
David Carroll, CEO of FAP commented, "We are thrilled with the success and growth of our West Coast office and are grateful for the partnerships we have created with such high caliber advisors in Silicon Valley and the Bay Area. We have been fortunate to work on some of the largest, most complex planning situations and deliver meaningful results for the families and advisors we serve."
Financial Architects Partners is a 40 person firm with offices in Boston, Providence, and Palo Alto consisting of individuals with backgrounds in legal, tax, investment, and life insurance. They are highly specialized in wealth transfer life insurance and the design, implementation and monitoring of large life insurance portfolios. FAP is an independent provider with access to all top US and Canadian carriers and is a wholly owned subsidiary of National Financial Partners (NYSE: NFP). NFP is a leading independent distributor of financial services products to high net worth individuals and companies. NFP is headquartered in New York and operates a distribution network of over 180 firms. This partnership affords FAP significant carrier leverage in underwriting and product procurement.
Securities offered through NFP Securities, Inc. (NFPSI) Member FINRA/SIPC
NFPSI and Financial Architects Partners are subsidiaries of National Financial Partners Corp. (NFP).
Neither NFP Securities, Inc. nor National Financial Partners Corp. offer tax or legal advice.
SOURCE Financial Architects Partners, LLC
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