AUSTIN, Texas–(Organization WIRE)–Kestra Fiscal, an sector-leading prosperity management platform, now declared the addition of Steffan Hagendorf to its system by means of his new partnership with Coastline Wealth Management, which joined Kestra Fiscal in 2014.
Going into the purpose of Managing Director at the Port Jefferson, New York-based mostly Shoreline Wealth Management, Hagendorf prides himself on furnishing a extensive monetary planning practical experience personalised to in shape clients’ distinctive goals. Hagendorf’s client base consists of prolonged-standing interactions spanning several familial generations, which he characteristics to his superior-contact stage of company designed for men and women, families, and companies. He specializes in analyzing and auditing own and organization assets.
Following working an independently owned Wells Fargo Money Network apply for in excess of 10 many years, Hagendorf’s determination to go completely impartial by joining Coastline Wealth Administration was driven by the improved stage of client services he can supply using Kestra Financial’s deep bench of methods, as effectively as the chance it lets for growth.
“I am really psyched to start this subsequent chapter alongside Kestra Financial and Shoreline Prosperity Administration,” said Hagendorf. “Leveraging Kestra Financial’s top rated-notch know-how and individualized small business consulting, we are assured we can more elevate our client support, raise our value proposition, and increase our guide of enterprise.”
Hagendorf has served the higher New York region for more than 20 several years and has expanded his footprint to in excess of 15 states in the U.S. Bringing $165 million in shopper belongings, Shoreline Prosperity Management now oversees a collective $1.75 billion in consumer assets.
“Steffan‘s passion for providing elevated client support was evident from the onset and tends to make him an exceptional cultural in good shape for our local community,” stated Daniel Schwamb, Government Vice President of Small business Development at Kestra Financial. “We glance forward to performing with him and the Shoreline Wealth Management crew to go on furnishing priceless means and tools to propel their organization forward.”
About Kestra Economical
Kestra Economical, a division of Kestra Holdings encompassing the Kestra-branded broker-dealer and financial commitment advisers, gives a top impartial prosperity administration system that empowers innovative, independent money professionals, such as regular and hybrid RIAs, to prosper, increase, and help the ideal fascination of their clients. With a lifestyle abundant in reinvention, Kestra Economical has made built-in business enterprise management technological know-how that, combined with its individualized consulting companies, features extraordinary scale and performance.
Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Economical presents an practical experience as unique as the town in which it operates. The organization supports extra than 1,800 independent fiscal professionals in offering extensive securities and financial commitment advisory companies to their purchasers.
The Kestra Monetary division contains Kestra Personal Prosperity Products and services, LLC (Kestra PWS), Kestra Advisory Expert services, LLC (Kestra AS) and Kestra Expenditure Solutions, LLC (Kestra IS), member FINRA/SIPC. Securities made available as a result of registered reps of Kestra IS. Financial investment advisory providers made available as a result of properly licensed representatives of Kestra AS or Kestra PWS. Besides for the referenced Kestra providers, Kestra IS, Kestra AS, or Kestra PWS are not affiliated with other entities referenced in this publication.
For a lot more information and facts about Kestra Economic, please go to www.kestrafinancial.com.
