LPL Financial announced that financial advisors Ryan Kirby, CFP, and Michael Alvarez have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Seapoint Wealth Advisors. Kirby and Alvarez reported serving approximately $540 million in advisory, brokerage and retirement plan assets, and they join LPL from U.S. Bank.
Based out of San Diego, Kirby and Alvarez are longtime colleagues who built their practices on the foundation of personal connections and a commitment to making a positive impact in the lives of their clients. And with Kirby serving as a mentor to Alvarez early on, they now embark on the journey to independence as business partners with a shared vision and aspiration for the future.
Kirby and Alvarez turned to one of LPL’s supported independence solutions called LPL Strategic Wealth Services (SW), which combines the freedom and flexibility of entrepreneurship with hands-on business services to help practices thrive, both operationally and strategically. And Seapoint is an existing SW team that receives ongoing operations support managed by experienced professionals including a business strategist, marketing partner, CFO and administrative assistant.
With the move to LPL, Kirby and Alvarez have become managing directors at Seapoint Wealth Advisors and they will open a new office in downtown San Diego while tapping into the resources provided under the Seapoint umbrella. They are supported by sales associate Leon Aceituno.
KEY QUOTES:
“After a long career of learning and growing, we decided independence was the best way for us to deliver advice and enhance services for our clients. As a business owner with the freedom to operate on my own terms, I look forward to offering a more common-sense approach to client relationships and placing their best interest first. With the robust support from LPL’s innovative platform, combined with the collective group of like-minded financial professionals at Seapiont, Michael and I believe this move will help us in our pursuit of excellence in client service.”
– Ryan Kirby
“We’re independent financial advisors joining Seapoint as a thought collective. We are excited to become part of a community of advisors who share our commitment to excellence. Over the years, investment advice has become commoditized, so it’s crucial that we provide customized strategies within an open architecture environment. With LPL’s flexible platform, everything from the client experience to portfolio management to financial planning can help us differentiate ourselves and provide greater focus and personalization for our clients.”
– Michael Alvarez
“We’re excited to continue growing the Seapoint team with the addition of Ryan and Michael. Their commitment to putting clients first and their focus on building personal relationships make them a great fit for our firm. We look forward to supporting them as they create elevated experiences for clients.”
– Chad Taylor, president of Seapoint Wealth Advisors
“We welcome Ryan and Michael to the LPL community and congratulate them on taking the next step in the evolution of their practice. Congratulations also to Chad and the Seapoint team on their continued growth. Advisors within our supported independence offering receive tailored experiences, along with access to robust technology and dedicated resources designed to help them deliver great advice and run thriving businesses. We look forward to a long and successful journey ahead with Seapoint Wealth Advisors.”
– Scott Posner, LPL Executive Vice President, Business Development
