Will Drive Comprehensive Financial Planning Initiatives
San Francisco, CA, February 13, 2018 (Newswire.com) - Catalyst Private Wealth announced that Brad Herman, CFP®, ChFC®, has joined the firm as Wealth Strategist to lead the team’s financial planning services and planning strategy.
“Brad Herman has been an integral part of the development of Catalyst’s mission and planning philosophy,” said Managing Director Brendan Connaughton. “We’re thrilled to have him officially on board as we communicate our message and value to the clients we seek to serve.”
A financial professional for more than 14 years, Herman began his career in the financial planning division of a large international brokerage company before becoming a financial advisor with a large RIA in San Diego. In 2009, he joined Union Bank’s Private Bank where he spent seven years as a wealth strategist in increasingly senior roles. Most recently, he was a vice president with Highland Capital Brokerage, supporting the firm’s affiliated advisors in the area of wealth management, including estate, business succession and tax planning.
Herman will lead Catalyst’s financial planning practice, including comprehensive goal development, advanced estate and tax planning, equity-based compensation and concentrated asset planning. He will also be working directly with clients, bringing his expertise in wealth transfer, charitable giving, risk management, business succession and legacy planning.
“Catalyst’s focus on clients in various stages of the entrepreneurial liquidity and startup cycle demands expertise in issues unique to this segment, including cash flow and liquidity management, stock option counsel and tax implications,” said Herman. “Our team brings diverse expertise and a unique ability to build holistic wealth plans and offer a client experience that evolves alongside our clients’ lives. Wealth management and services, in general, are facing disruption as the finance world integrates with technology. We have the ability to leverage that disruption as we work with clients whose business initiatives, to a certain extent, are driving the disruption. It’s an exciting time in our business.”
Catalyst Private Wealth was formed to solve the unique wealth management needs of innovators and business leaders. Catalyst is located at 101 Montgomery Street in San Francisco. For more information, visit www.catalystprivatewealth.com or contact firstname.lastname@example.org.
Investment advisory services offered through Mutual Advisors LLC DBA Catalyst Private Wealth, an SEC-registered investment adviser. Securities offered through Mutual Securities Inc., member FINRA/SIPC. Mutual Securities Inc. and Mutual Advisors LLC are affiliated companies. Neither Catalyst, nor any Mutual representatives, are tax professionals or legal attorneys. It is recommended that you involve your tax or estate planning attorneys or professionals regarding your personal situation.
Source: Catalyst Private Wealth