AssetMark honors financial advisors in its community

Financial Advisors

CONCORD, Calif., April 17, 2023 (GLOBE NEWSWIRE) — AssetMark, Inc. (NYSE: AMK), the leading wealth management platform for financial advisors, is pleased to announce the launch of its premier Gold Forum conference in 2023. announced the winners of the Community Inspiration Award. Scottsdale, Arizona. The annual Community Inspiration Award recognizes advisors who have made a significant impact in their communities through their dedicated service, awarding her $10,000 to each advisor’s chosen charity. In celebrating National Volunteer Month, the award emphasizes the importance of giving back to our communities through volunteerism and service.

This year’s Honored Advisors and their respective charities receiving donations are:

  • Heather Litz-Pacheco, CFP®, CLU®, Cooney Associates – Ameriflex Group
  • Henderson Wealth Management
  • Kathleen E. Owings, LACP, Westbilt Financial Group
  • Kyle K. Fukuchi, CHFC®CLUs®CDFAs®Pacific Capital Resource Group, Inc.
  • Richard L. Farrar, CFP®CHFC®AEP®Tortoise Wealth Management
  • Suzanne S. Udoni, Waypoint Financial Solutions, Inc.

AssetMark CEO Natalie Wolfsen said: To be part of an industry that is passionate about giving back. “

The winners were chosen by a panel of AssetMark’s senior management. Candidates were evaluated on their ability to inspire, guide and motivate others, as well as the time and effort they put into their local charities. All non-profit recipients are eligible Her 501(c)(3) organizations.

About Assetmark Financial Holdings
AssetMark is a wealth management platform that helps independent financial advisors and their clients. Together with her affiliates Voyant and Adhesion Wealth, we provide all model advisors with flexible, purpose-built solutions that drive client engagement and increase efficiency. Our ecosystem of solutions provides services and features to advisors. This can otherwise require a significant investment of time and money and ultimately yield a better return on investment, resulting in increased productivity, profitability and customer satisfaction.

Founded in 1996 and based in Concord, California, the company has 1,000 employees. Currently, the AssetMark platform serves his 9,200 financial advisors and approximately 241,000 household investors. As of December 31, 2022, the company’s platform assets were $91.5 billion.

contact address
Taylor J. Hamilton, CFA
Head of Investor Relations

Alaina Kleinman
Head of PR & Communications

Source: AssetMark Financial Holdings, Inc.

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