Capital Guardian, LLC, Adds Strategic Alliance Financial Advisors Inc.
by PR Newswire
CHARLOTTE, N.C., Feb. 11, 2013 /PRNewswire/ -- Capital Guardian, LLC continues its West Coast growth with the addition of Strategic Alliance Financial Advisors Inc., formerly of Woodbury Financial Services, Inc., to the Independent Channel. Started as a small firm in southern California over 32 years ago, Strategic Alliance provides financial education and premier financial products and services to more than 400 clients in six states.
Strategic Alliance is a state certified provider of 404c investment education and advice to Orange County Employee Retirement Systems, Chapman University, Long Beach State University, California public school districts, ITT Tech, California Bar Association-Estate Planning Division, and the Personal Financial Planning Division of AICPA. The six member team specializes in working with California state and county employees, small business owners, medical practitioners and professionals.
Joe P Moore Jr.,CLU, ChFC, RFC, President and Chief Financial Design Officer for Strategic Alliance Financial Advisors, Inc., said, "We partnered with Capital Guardian for many reasons, including their ability to customize services to fit our unique clientele and their ability to provide innovative solutions to financial issues. Our company strives to make a positive, qualitative, financial impact on the lives of those in our community and Capital Guardian is an important partner in that goal."
"Capital Guardian is a state-of-the-art broker dealer with national and international capabilities without restrictions of proprietary affiliation. They are constantly evolving to fit the needs of a changing financial landscape. The principals are known professionals with track records for outstanding customer service and impeccable ethical conduct," added Mr. Moore.
"We are delighted that Strategic Alliance of Orange County, California has joined our team. Founder Joe Moore has over 34 years of experience in private practice and various corporate positions with top financial companies. His knowledge and experience will be an asset to Capital Guardian as we continue to grow," said Michael Spivey, Vice President of Business Development.
About Capital Guardian - Capital Guardian is a boutique wealth management firm with offices strategically located throughout the United States. Capital Guardian offers advisors access to a true open platform, personalized support, global resources and an innovative management team. The firm's mission is to liberate and empower investors and advisors. More information on Capital Guardian is available at www.capitalguardianllc.com. For more information, please call Brian Chapman at (704) 705-1875.
Securities offered through Capital Guardian, LLC, member FINRA/SIPC. Investment Advisory Services offered through Capital Guardian Wealth Management, an SEC registered Investment Advisor. Securities Products are not FDIC insured, are not bank guaranteed, and may lose value.
Contact: Brian Chapman
SOURCE Capital Guardian, LLC