PORTLAND, Ore., Feb. 28, 2017 /PRNewswire/ -- Allium Financial Advisors announces that Pradeep Tempalli, CFA, CFP® has joined their team as partner and Senior Wealth Advisor. He is responsible for providing comprehensive wealth planning advice and consultation to high-net-worth clients.
"Pradeep's extensive and proven expertise in estate and retirement planning, tax strategies, risk management, business succession planning and charitable giving strategies provides our clients a distinct advantage in successfully preparing for their futures," said Sheree Demers Arntson, Co-founder of Allium Financial Advisors. "The Allium team, our clients and I are all thrilled to be working with Pradeep."
Mr. Tempalli has more than 11 years of experience in the financial industry. Most recently, he served as a Senior Wealth Advisor for Arnerich Massena, Inc. Prior to that, he was Vice President and Senior Financial Planner at Umpqua Private Bank. He also served as a licensed private banker for Wells Fargo.
"I'm very proud to be working alongside Sheree and the Allium team. It's a privilege to support our valued clients in pursuit of their financial goals," said Mr. Tempalli.
Allium Financial Advisors launched in late 2016 on the tru Independence platform, which supports advisors in the areas of business formation, legal/compliance, technology, an institutional investment platform, custodians, broker-dealers and more.
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About Allium Financial Advisors
Allium Financial Advisors was founded on the growing need for an independent, integrated approach to private wealth management. We are a multi-family office serving a diverse range of families, each with a custom set of needs.
Life has layers. We take the time to fully understand your current wealth structure and personal goals. The result of our work is a personalized living wealth plan and customized long-term investment strategy to help you manage and grow your wealth with clarity and confidence.
We believe in proactive, tax efficient, cost effective, diversified investing. In addition to the traditional markets, our clients have exclusive, negotiated access to a wide range of carefully selected alternative investments designed to enhance return and/or lower portfolio volatility.
Allium's extensive portfolio management and wealth planning expertise coupled with independent top-tier professionals in the areas of tax and accounting, legal, insurance, and trustee services provides a comprehensive, integrated suite of services.
We invite you to discover the benefits of integrated wealth management.
Alliumfinancial.com (877) 487-6860
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SOURCE Allium Financial Advisors