Kestra Financial Expands Advanced Planning Solutions
Kestra Financial announced changes to its advanced planning offering.
The firm has appointed Christine E. Brown as head of Advanced Planning, and has newly partnered with RightCapital, a provider of financial planning software for wealth management professionals.
As Kestra Financial’s head of Advanced Planning, Brown leads a team of professionals dedicated to supporting financial advisors and their clients as they navigate all aspects of wealth management planning. As a licensed attorney in California, Brown brings to her role over two decades of experience advising ultra-high-net-worth families on sophisticated wealth transfer strategies, trust administration, and estate planning.
“I’m excited to join Kestra Financial to lead its advanced planning initiatives,” said Brown. “Advanced planning is one of the most powerful ways advisors can help clients achieve their long-term goals, and I appreciate Kestra’s deep commitment to equipping its advisors with the tools and expertise they need to succeed.”
Kestra’s investment in advanced planning also includes a new partnership with RightCapital, a platform that offers planning capabilities, including comprehensive retirement planning, tax planning, and insurance needs analysis, among other services.
“We look forward to working closely with Kestra Financial, an organization that shares our commitment to advisor success,” said Shuang Chen, co-founder and CEO of RightCapital. “Together, we aim to empower advisors with modern, innovative planning tools that meet the evolving needs of their clients.”
Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.