LPL Financial has added Northstar Financial Advisors, a Danville, California-based wealth management practice led by Jeneen Slack, CFP, CDFA, to its broker-dealer and Registered Investment Advisor platform.
Slack reported serving more than $270 million in client assets and joins LPL Financial from Raymond James.
With nearly 20 years of industry experience, Slack built Northstar around a relationship-focused approach to financial planning. Her practice initially emphasized helping women become more confident discussing and managing their finances and has expanded to serve individuals and families across a range of financial planning needs.
Northstar serves clients throughout the San Francisco Bay Area, including professionals, families, retirees and people navigating major life transitions. As a Certified Divorce Financial Analyst, Slack also specializes in helping clients understand the financial implications of divorce and plan for their longer-term financial needs.
Slack works alongside business partner and financial advisor Eric Slack, with additional support from Kari Jeha, Jon Lee and V. John Threlkeld.
The team also hosts educational workshops, retirement planning programs and client events aimed at strengthening financial literacy and client relationships.
Northstar selected LPL as Slack sought a platform that would provide greater flexibility to develop the practice while also offering the technology, infrastructure and resources of a large wealth management company.
LPL supports more than 32,000 financial advisors and approximately 1,100 financial institutions, servicing and custodying approximately $2.6 trillion in brokerage and advisory assets for roughly 8 million Americans.
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“Relationships are truly at the heart of everything we do at Northstar,” Slack said. “We’ve intentionally built a personalized service model where every member of our team knows our clients personally and understands what matters most to them. Whether we’re helping someone navigate retirement, prepare a child for financial independence or make complex decisions during a divorce, our goal is to provide guidance that evolves alongside our clients’ lives.”
“I’m at a point in my career where I wanted a partner that is continually investing in the future of advice,” Slack said. “LPL gives us the flexibility and resources to operate the way we believe is best for our clients, while providing the technology and support to help our team work more efficiently. That combination allows us to focus on what matters most — delivering thoughtful, personalized guidance and maintaining the strong relationships we’ve built with our clients.”
Jeneen Slack (pictured above), Founder and Partner of Northstar Financial Advisors
“What Jeneen has built at Northstar is personal by design. She and her team take the time to know their clients, helping women engage more confidently with their finances and guiding individuals and families through the decisions and transitions that shape their lives. We are honored that Jeneen chose LPL for Northstar’s next chapter and look forward to helping the team extend that experience to more clients.”
Marc Cohen, Chief Growth Officer at LPL Financial
