Founded 1999 … now $3B AUM, 20K clients, 200+ workers in 10 offices … clients $200K+ in assets … baseball player, Vanguard U, 1980s … hires athletes: ‘discipline’ … president, booster club, Pacifica Christian H.S. (see David Bahnsen) … on Trilogy softball team with father, son … plays bridge … supports Anaheim Ducks (see Tim Ryan) … first car: 1975 Chevy Malibu
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Written by: Andrew Lisa | Roughly 1 in 2 Americans retire between the ages of 61 and 65, and nearly 1 in 5 retire before that. Most Americans also now take Social Security before their full retirement age, which varies by year of birth. Not only are people retiring earlier, but they're also living longer — much longer — and there's mounting evidence to suggest that early retirement often doesn't translate into just a few extra years of golf, fishing, and margaritas on the beach. From your health and happiness to, of course, financial realities, consider the risks of calling it quits too soon.
...RIA Kestra Private Wealth says it has added a group with two advisors from Merrill Lynch: True Alpha Wealth Management of Sandusky, Ohio, is led by Brian C. Duttera and Elizabeth Skrinak, CFP.
Duttera was with Merrill Lynch for the past 30 years, while Skrinak worked for the wirehouse for the past 13 years.
“We chose Kestra PWS because of its easily adaptable platform, cutting-edge technological capabilities, integrated CRM tools and most importantly – the team’s commitment to helping us serve our clients and grow our business,” said Duttera, in a statement. “We’re thrilled, energized, and very happy with the support we received thus far.”
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