Freedom Wealth Alliance adds four key talent sources to growing team and expands office size and scope by 40%.
Brookfield Wealth Management Firm announces new hire of experienced industry professionals: growth and expansion a factor of their new corporate RIA structure.
Newly formed RIA Freedom Wealth Alliance was born out of a 20 plus year career veteran and innovative entrepreneur, Kurt Rozman. Mr. Rozman broke his team away from former broker dealer to form Freedom Wealth Alliance as a Registered Investment Advisor Firm because he envisioned a truly free alliance with both his clients and other financial advisors. Among the many benefits is a multi-clearing platform for the advisors as well as the latest technology and tools for their advisors and clients. “I believe when you form an alliance you strengthen everyone involved,” stated Kurt Rozman, Founder and President of Freedom Wealth Alliance.
Freedom Wealth Alliance announces today two integral roles to the robust administrative team; Cris Adams a Registered Administrative Associate with 25 plus years experience, and Gene Toboyek, J.D., CLU, who will head up the compliance team with his 20 plus years of experience. In addition Freedom Wealth Alliance expands their significant Advisory Team with the alliance of two new financial advisors Adrian Zilvetti, Senior Vice President and Darren Liberski, Vice President formerly of Nations Financial Group. Both advisors are enjoying the enhanced tools and technology available to them through their new affiliation with Freedom Wealth Alliance.
“I’ve never been more excited about the direction of the firm,” said Rozman. With the additions of Cris, Gene, Adrian and Darren, clients will continue to benefit from our collaborative team-based approach and receive the exceptional service they’ve come to expect from their Freedom Wealth Alliance team. We remain committed to empowering, engaging and educating our clients and advisors so they are able to live well and live free the way they define it.
While Freedom Wealth Alliance has expanded quickly in the last few years, the firm is focused on growing the right way. “Our mission is to empower, engage and educate our clients to achieve their definition of a life well lived. Our business cornerstone is a personal relationship built on integrity and the understanding of what is most important to our clients,” said Rozman.
ABOUT FREEDOM WEALTH ALLIANCE
Freedom Wealth Alliance was founded by Kurt Rozman to Empower – Engage – Educate their alliances to live free and live well as defined by them. The Freedom Wealth Alliance organization offers a range of services for high net-worth investors and financial advisors serving the affluent marketplace. For more information, please visit www.freedomwealthalliance.com
Securities offered through LPL Financial, Member FINRA/SIPC.
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