AdvicePeriod Expands Orange County Office

Advisor, Michael Hu, CFP®, joins firm as rapid growth continues nationwide.

LOS ANGELES (PRWEB) May 03, 2018

AdvicePeriod, a national advisory firm built for advisors, by advisors, is pleased to announce Michael Hu, CFP®, has joined the firm’s Orange County office as an Advisor. Hu will mark the 14th new team member so far in 2018, a 25% increase in headcount since the start of the year.

Hu was previously at Jackson Financial where he was responsible for the development, implementation, and ongoing monitoring of the firms most complex financial plans. He earned an MS in Industrial and Technical Studies from California Polytechnic State University, San Luis Obispo, and a BS in Economics, minor in English, from the University of California, Los Angeles.

“Having Michael join our team is a real game changer for our office,” shares Partner Advisor Matt Belfanti, CFP®, one of the advisors who runs AdvicePeriod’s Orange County location. “His client first mentality and planning background will add tremendous value as we continue to grow.”

Hu is joining AdvicePeriod to be a part of the wave of change sweeping the industry. The firm asserts that it is “Reinventing Wealth Management” and so far they have lived up to the phrase as they continue to expand nationwide with a tech forward, client centric, and fee-only approach.

“I am thrilled to be a part of a pioneering team that is truly driving positive change,” states Hu. “AdvicePeriod has a proven track record of innovation and success, and represents the future direction of our industry.”

Over the past 20 months, AdvicePeriod has opened 10 new offices and now has a footprint in nine states. After expanding its east coast presence with three new offices this year, the firm is pivoting back westward, starting with the growth of the Orange County team.

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.

For the original version on PRWeb visit: http://www.prweb.com/releases/2018/05/prweb15461598.htm