Tech-focused RIA adds Alan Gelb CFP®, the 10th planning first advisor to join its Los Angeles office

LOS ANGELES (PRWEB) OCTOBER 01, 2018
AdvicePeriod, a national advisory firm built for advisors, by advisors, is pleased to announce the addition of Alan Gelb, CFP® as a Partner Advisor. Gelb is the 10th Partner Advisor to join the firm from the Los Angeles market and 25th nationwide in just over two years.
“Alan is the exact type of advisor we seek to attract,” says Jonathan Straub, AdvicePeriod Principal. “He shares our planning first philosophy and wants to better leverage technology to enhance his clients’ experience.”
“I have followed AdvicePeriod for several years and cannot be more excited to be part of this amazing team,” shares Gelb. “Their tech-stack and planning first approach were the main reasons I decided to make the plunge. I’ll be able to do so much more for my clients.”
AdvicePeriod has attracted advisors from coast-to-coast who want to stay ahead of the quickly changing advisory space. By giving advisors more ownership and simplifying their business, the firm has drawn advisors from big banks and independent RIAs alike.
“This is a fascinating time at AdvicePeriod,” says Straub. “We were just recognized by WealthManagement.com for Best Family Office and Innovator of the Year. We are glad to see more advisors being attracted to our forward-looking approach to financial advising.”
In the past few months, AdvicePeriod was also selected by Inc. magazine as a Best Workplace and most recently Entrepreneur magazine as a Top Company Culture.
About AdvicePeriod: 
AdvicePeriod is a leading, SEC-registered investment advisor dedicated to focusing clients on the critical decisions necessary for 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.

Contact Author
JONATHAN ROW
AdvicePeriod 
+1 4242813600
Email >
Twitter @AdvicePeriod
Follow >
Linkedin AdvicePeriod