Assetmark donates $60,000 to support outstanding efforts by six financial advisors to local charities
CONCORD, Calif., April 1, 2024 (GLOBE NEWSWIRE) — Assetmark, Inc., the leading wealth management platform for financial advisors, announced the 2024 Gold Forum Conference in Orlando, Florida. announced the winners of its Community Inspiration Award. The annual Community Inspiration Awards recognize advisors who are making a significant impact in their communities through their dedicated service and award her $10,000 to each advisor's charity.
This year's honorary advisors and their respective charities receiving donations are:
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Leo Daprile, Gem Young Wealth Advisors LLC
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Beth Jones, Third Eye Associates, Inc.
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Laura Leavitt, LeAlta Financial Group
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Maggie Roche, Roche Financial, Inc.
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David Shober, Osaic Wealth, Inc.
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Kit J. Thiel, Thiel Financial Group
Michael Kim, CEO and President of Assetmark, said: “We are proud to recognize the incredible work our financial advisors have done to go above and beyond to make a positive impact in people’s lives. I'm excited to honor their passion and dedication.” “Their dedication to the community is inspiring, and we are proud to be part of an industry so committed to contributing.”
The winners were selected by a committee of AssetMark senior executives. Candidates were judged on their ability to inspire, lead and motivate others, as well as the time and effort they put into local philanthropy. All nonprofit organizations are 501(c)(3) organizations.
About Assetmark Financial Holdings Co., Ltd.
AssetMark operates an asset management platform that supports independent financial advisors and their clients. Together with our affiliates Voyant and Adhesion Wealth, we offer flexible, purpose-built solutions that drive customer engagement and improve efficiency, serving advisors of all models at every stage of their journey. We offer Our ecosystem of solutions provides services and capabilities that require significant investments of time and money for advisors, ultimately delivering better outcomes for investors and increasing productivity, profitability, and customer satisfaction. allow you to do so.
Founded in 1996 and based in Concord, California, the company has 1,000 employees. Currently, the AssetMark platform serves his 9,300+ financial advisors and his 254,000+ investor households. As of December 31, 2023, the company's platform assets were $108.9 billion.
contact address
Alaina Kleinman
Head of Public Relations and Communication Department
alaina.kleinman@assetmark.com
Source: Assetmark Financial Holdings Co., Ltd.
