Advisor Group’s SagePoint Recruits $583 Million Team
SagePoint Financial, an independent wealth management firm within the Advisor Group network, has recruited Charles Stephen, an Albuquerque-based firm that oversees $583 million in total client assets.
SagePoint Financial, an independent wealth management firm within the Advisor Group network, has recruited Charles Stephen, an Albuquerque-based firm that oversees $583 million in total client assets that previously affiliated with Kestra Financial.
The Charles Stephen team is led by Adam Ciepiela and Kelly Famiglietta and includes financial professionals Steve Ciepiela, who co-founded the firm in 1983, and Jonathan Stoner, who joined in 2018.
The practice specializes in multigenerational financial planning, retirement planning, portfolio management, business succession planning, education planning and tax planning, among other services. The team joined AmeriFlex Financial Service, a SagePoint Super-OSJ based in Santa Barbara, California.
SagePoint has approximately 1,400 advisors across the U.S.
The Advisor Group network includes SagePoint Financial, FSC Securities, Royal Alliance Associates, Securities America, Triad Advisors and Woodbury Financial Services. The network has approximately 11,100 financial professionals and oversees more than $450 billion in client assets.
