A READIED AND EXPERIENCED TEAM Furthermore, our experienced team is always ready to assist our advisors to grow their overall success. Alphastar has a financial and investment planning team led by a chartered financial analyst (CFA) and a certified financial planner (CFP) that allows one-on-one client-specific discussion and analysis. This provision helps to ensure that our advisors’ clients are treated with the utmost care and respect. Alphastar also works directly with advisors to learn about the client’s goals and risk tolerance. Our team can build personalized reports utilizing some of the best tools on the market with Riskalyze, Hidden Levers, Morningstar, and YCharts, just to name a few. The Alphastar planning desk has proved to be an invaluable resource to our advisors. It’s not only a time saver, but is also a way to gain professional insight while striving to give clients the best chance of success. Our team of advisor partners is growing, too, and so is our home office team. We’re bringing on a chief compliance officer and chief investment officer to help Alphastar continue to grow in the right way. This asset growth and human capital happened solely from the growth and success of our amazing advisors. And we’re honored to partner with them each and every day. s Interested in exploring a partnership with us and joining the excitement at Alphastar Capital Management? Visit us on the web at www.alphastarcm.com.
Kevin Burton, Director of Business Development Alphastar Capital Management, Contact Kevin - Phone: 855-340-2514, Email: Kevin.Burton@alphastarcm.com
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