FOR IMMEDIATE RELEASE
(480) 771-PLAN x102
FOCALPOINT WEALTH MANAGEMENT WELCOMES FINANCIAL ADVISOR KATELYN FIFE, CFP®, CDFA®
PHOENIX, Arizona — May 15, 2020
Katelyn Fife, CFP®, CDFA® has joined the financial services firm of FocalPoint Wealth Management located in Phoenix, Arizona.
“We are excited to welcome Katelyn Fife to our team,” said Chris Urness, Chief Executive Officer at FocalPoint Wealth Management. “As a CERTIFIED FINANCIAL PLANNER™ Professional, Katelyn is deeply committed to her clients, providing objective, personalized financial advice under a fiduciary duty of care. Her dedication to her clients and to the financial profession aligns with the values of our firm. We look forward to her contributions, allowing us to expand the depth of services that we offer to our clients.”
Among Katelyn’s specialties is divorce planning. As a Certified Divorce Financial Analyst®, she helps her clients understand and navigate the financial complexities of divorce, including post-divorce financial planning. She holds of Bachelor of Art degree in Psychology, with a minor in Family Relations, from California State University Chico and a Certificate in Personal Financial Planning from the University of California, Berkeley Extension. Katelyn brings over 6 years of financial services experience to FocalPoint Wealth Management.
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*, providing resources, tools and technology that support advisors in the delivery of personal, objective financial advice.
**Source: 2017/2018 Kehrer Bielan TPM Survey. Based on Financial Institution Market Share.
About FocalPoint Wealth Management
FocalPoint Wealth Management was founded by CERTIFIED FINANCIAL PLANNER™ practitioners with a clear mission in mind: to build a firm with integrity, transparency, and independent advice at the core of everything we do.
Since we don’t offer proprietary products or engage in investment banking operations, we’re not bound to corporate objectives or limited in our strategies. Instead, we draw upon independent research and resources, so you can feel confident knowing YOUR FUTURE IS OUR FOCUS. With over 60 years of experience, numerous industry designations, and an arsenal of expert resources at our disposal, we’re strongly positioned to advise our clients throughout their entire financial journey.
FocalPoint Wealth has offices located in Phoenix, Arizona; Chico, California; and Webster, New York. Learn more by visiting us at http://www.FocalPointWealth.com
About LPL Financial
LPL Financial (https:/www.lpl.com) is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
*Based on total revenues, Financial Planning magazine, June 1996-2019
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Wealthcare Advisory Partners, a registered investment advisor. Wealthcare Advisory Partners and FocalPoint Wealth Management are separate entities from LPL Financial.