Financial advisers Ryan Kirby, CFP, and Michael Alvarez have joined LPL Financial’s broker-dealer, registered independent adviser and custodial platforms, aligned with existing firm Seapoint Wealth Advisors. Kirby and Alvarez reported serving approximately $540 million in advisory, brokerage and retirement plan assets, and join LPL from U.S. Bank.
Based in San Diego, longtime colleagues Kirby and Alvarez said they built their practices on the foundation of personal connections and a commitment to making a positive impact in the lives of their clients. With Kirby serving as a mentor to Alvarez early on, they now embark on the journey to independence as business partners with a shared vision and aspiration for the future.
“After a long career of learning and growing, we decided independence was the best way for us to deliver advice and enhance services for our clients. As a business owner with the freedom to operate on my own terms, I look forward to offering a more common-sense approach to client relationships and placing their best interest first,” said Kirby.
Kirby and Alvarez turned to one of LPL’s supported independence solutions, LPL Strategic Wealth Services, which combines the freedom and flexibility of entrepreneurship with hands-on business services to help practices thrive, both operationally and strategically.
“With the robust support from LPL’s innovative platform, combined with the collective group of like-minded financial professionals at Seapoint, Michael and I believe this move will help us in our pursuit of excellence in client service,” added Kirby.
Seapoint is an existing LPL Strategic Wealth Services team that receives ongoing operations support, including a business strategist, marketing partner, chief financial officer, and administrative assistant.
“We’re independent financial advisers joining Seapoint as a thought collective. We are excited to become part of a community of advisers who share our commitment to excellence,” Alvarez said. “Over the years, investment advice has become commoditized, so it’s crucial that we provide customized strategies within an open architecture environment. With LPL’s flexible platform, everything from the client experience to portfolio management to financial planning can help us differentiate ourselves and provide greater focus and personalization for our clients.”
With the move to LPL, Kirby and Alvarez have become managing directors at Seapoint Wealth Advisors. They will open a new office in downtown San Diego while tapping into resources provided under the Seapoint umbrella. They are supported by sales associate Leon Aceituno.
“We’re excited to continue growing the Seapoint team with the addition of Ryan and Michael. Their commitment to putting clients first and their focus on building personal relationships make them a great fit for our firm. We look forward to supporting them as they create elevated experiences for clients,” said Chad Taylor, president of Seapoint Wealth Advisors.
LPL Financial Holdings Inc. serves more than 23,600 financial advisers, including advisers at more than 1,000 enterprises and 580 registered investment adviser firms nationwide. Headquartered in San Diego, its total advisory and brokerage assets totaled $1.6 trillion as of Sept. 30, 2024.
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