Expansion Continues for Pensionmark® with First Utah
PRESS RELEASE – FOR IMMEDIATE RELEASE
Media Contact: Tori Eseke (805) 456-6278 [email protected]
Expansion Continues for Pensionmark® with First Utah Office. RedStone Advisors LLC joins Pensionmark® Financial Group as newest affiliate office. November 16, 2015 – The national footprint for Pensionmark® Financial Group continues to grow as they welcome another office to the Advisor Support Program (ASP). James Moyes, CFP® CRPC® AIF®, is the lead Financial Advisor at RedStone Advisors LLC. This recent affiliation becomes Pensionmark’s first office in Utah. James Moyes comments, “I am very excited about the partnership with Pensionmark. This is the culmination of a due diligence process that began almost seven years ago. This step will allow us to better serve our existing clientele and better position our firm as a leader in the retirement plan consulting space.” The partnership provides RedStone Advisors LLC with an expanded suite of services, including Pensionmark’s proprietary Financial Wellness Program, investment analytic tools, proposal systems, and more. Along with the expanded services, RedStone Advisors LLC will maintain their independent business model. “It has always been our missions to provide strategic retirement plan guidance to companies and individuals across the nation, and this expansion will allow us to more effectively assist our clients and their employees as they pursue their retirement goals. We are honored to have James and his team as a part of Pensionmark and we believe their business model and commitment to their clients aligns well with our beliefs” comments Mike Woods, Executive Vice President at the Pensionmark corporate office in Santa Barbara, California.
About Pensionmark® Financial Group Pensionmark® Financial Group network represents over 150 advisors and staff across 40 locations across the country with approximately 2,000 retirement plan clients. Pensionmark’s network of retirement specialists include defined contribution, defined benefit and terminal funding, not-for-profit, wealth management, and executive/deferred compensation specialists. Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Financial Advisors at Pensionmark may also be registered representatives of CapFinancial Securities, LLC (member SIPC), which is affiliated with Pensionmark through common ownership.
Media Contact: Tori Eseke (805) 456-6278 [email protected]
Expansion Continues for Pensionmark® with First Utah Office. RedStone Advisors LLC joins Pensionmark® Financial Group as newest affiliate office. November 16, 2015 – The national footprint for Pensionmark® Financial Group continues to grow as they welcome another office to the Advisor Support Program (ASP). James Moyes, CFP® CRPC® AIF®, is the lead Financial Advisor at RedStone Advisors LLC. This recent affiliation becomes Pensionmark’s first office in Utah. James Moyes comments, “I am very excited about the partnership with Pensionmark. This is the culmination of a due diligence process that began almost seven years ago. This step will allow us to better serve our existing clientele and better position our firm as a leader in the retirement plan consulting space.” The partnership provides RedStone Advisors LLC with an expanded suite of services, including Pensionmark’s proprietary Financial Wellness Program, investment analytic tools, proposal systems, and more. Along with the expanded services, RedStone Advisors LLC will maintain their independent business model. “It has always been our missions to provide strategic retirement plan guidance to companies and individuals across the nation, and this expansion will allow us to more effectively assist our clients and their employees as they pursue their retirement goals. We are honored to have James and his team as a part of Pensionmark and we believe their business model and commitment to their clients aligns well with our beliefs” comments Mike Woods, Executive Vice President at the Pensionmark corporate office in Santa Barbara, California.
About Pensionmark® Financial Group Pensionmark® Financial Group network represents over 150 advisors and staff across 40 locations across the country with approximately 2,000 retirement plan clients. Pensionmark’s network of retirement specialists include defined contribution, defined benefit and terminal funding, not-for-profit, wealth management, and executive/deferred compensation specialists. Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Financial Advisors at Pensionmark may also be registered representatives of CapFinancial Securities, LLC (member SIPC), which is affiliated with Pensionmark through common ownership.
