I am thrilled to announce to you that Union Financial Partners has joined Apella Capital where I will continue to work as a Senior Financial Advisor and Partner. This is a bold and exciting move for me. After running my own business for 22 years, I made the decision to be part of a larger organization.
The best part of this change is that it increases my capacity to meet the personal needs of my clients. Since I will no longer have to serve as chief cook and bottle washer, I will have more time to spend with clients, crafting unique financial plans and strategies and enjoying my work even more.
As a result of this transaction, I have access to a much deeper array of services and resources. These include: a large operations staff to keep everything running smoothly, additional layers of investment management and research, advanced technology, and more consistent client communications.
After spending the better part of a year exploring different opportunities to provide continuity to my practice, I chose Apella Capital. Apella shares my client-focused values, approach to wealth management, and commitment to quality service. With seven offices nationwide and over $800 million in assets under management (as of December 31, 2019), their experience providing business continuity, operational support and succession solutions has made me confident that this is a great partnership.
Apella Capital is a Registered Investment Advisor (RIA) firm which operates under the Investment Advisors Act of 1940 on a strictly fee-only (fiduciary) basis. The company’s advisors provide comprehensive wealth management and financial planning to clients across the country. Apella was launched in 2014 by founding partners David Connelly and Patrick Sweeny who are still active in the firm’s management. Both Dave and Pat have almost three decades of experience as investment advisors and now as leaders of Apella Capital.
Dave and Pat also built Symmetry Partners, an affiliate firm of Apella. Symmetry Partners is a diversified investment advisor firm with $8.4 billion in assets under management and advisement. Symmetry provides portfolio management and administrative support service to 3,000 financial planning/investment advisory firms across the country.
I joined with Apella as I always strive to improve services to my clients. With the enhanced planning and investment management support of Apella, and in conjunction with the additional operational and administrative support of Symmetry Partners, I will be able to offer more strategic and personal advisory face time to clients.
Contact Information is as follows:
San Francisco Office Administrative Assistant
I would also like to introduce my new administrative assistant, Linda Asencio. Linda started with Apella in February and we are very excited to have her on the team. Linda has a B.S. degree from San Francisco State University. In her prior work experience, she has developed extensive skills in project management and customer service. Linda brings with her a winning attitude and a drive to learn and excel. Welcome, Linda!
Linda's Email: firstname.lastname@example.org
Please feel free to contact me or Linda at any time. We are here to help people reach their financial goals.
Ann Terranova, CFP®
Partner and Senior Advisor