AdvicePeriod Launches San Diego Office

LOS ANGELES (PRWEB) June 04, 2018

AdvicePeriod, a national network of like-minded advisors, is pleased to announce the addition of David Noosinow as a Partner Advisor. Noosinow will open AdvicePeriod's 12th office nationwide in San Diego, California.

Noosinow was previously a Senior Director at BNY Mellon Wealth Management and Vice President at Bernstein Global Wealth Management where he established himself as a trusted advisor with a focus on complex planning. His decision to partner with AdvicePeriod, rather than go independent, came after reviewing the firm's extensive planning expertise and technological infrastructure.

"David knows how to take care of clients and grow a business," says Larry Miles, AdvicePeriod Principal. "He is exactly what we need: someone with experience and candor."

"Joining AdvicePeriod was an amazing decision for me and my clients," shares Noosinow. "AdvicePeriod gives me the resources I need without taking away from my individualized approach toward planning."

The addition of Noosinow is yet another significant addition for the quickly expanding AdvicePeriod team, which has more than doubled in the past year. Through its best-in-class technology and planning-first focus, AdvicePeriod attracts experienced financial advisors looking to be a part of the future.

"David is joining us at an exciting time," shares Miles. "We are on the heels of being recognized as an Inc. magazine Best Workplace and being nominated for three WealthManagement.com awards. These awards and the addition of new partners shows that our model is working."

AdvicePeriod has opened more offices on the East Coast but continues to expand on the West Coast. The firm has demonstrated tremendous success with their ability to add advisors on both sides of the US. With the addition of San Diego, AdvicePeriod now has four offices and an advisor in every major California market.

About AdvicePeriod:
AdvicePeriod is a leading, SEC-registered investment advisor dedicated to focusing clients on the important decisions necessary to managing their wealth. Our mission: to make wealth management more fair, effective and successful, for clients and advisors alike. To learn more, visit: http://www.adviceperiod.com.

Read the full story at https://www.prweb.com/releases/2018/06/prweb15535750.htm

You May Also Be Interested In

• Matinas BioPharma to merge with GH Power, sell drug unit to Azurity
• Pomdoctor regains Nasdaq compliance after bid price fell below $1
• Octagon opposes XFLT sub-adviser change ahead of July vote