Good Life Companies Adds $150 Million In Client Assets with Latest Recruits
Good Life Companies, an independent hybrid registered investment advisor, has added two independent financial advisors to its platform with approximately $150 million in total client assets.
Good Life Companies, an independent hybrid registered investment advisor, has added two independent financial advisors to its platform with approximately $150 million in total client assets.
Former bank channel financial advisor Paul Castro has launched Pathway Wealth Management, an independent practice affiliated with Good Life Companies. Erik Steudle, also a former bank channel advisor, has joined Good Life of NOVA (Northern Virginia) as a senior partner.
Castro founded Riverside, California-based Pathway Wealth Management after serving in the banking channel for nine years. Pathway offers fee and brokerage-based services to mass affluent and high net worth individuals and families, with an emphasis on retirement, college and insurance planning, as well as investment management.
Steudle is an 11-year financial advice industry veteran, and a former bank channel advisor. He joins Good Life of NOVA, an independent financial advisory team based in Arlington, Virginia that has been affiliated with Good Life since May 2018. Good Life of NOVA team specializes in serving mass affluent and high-net-worth individuals and families, with a focus on current and retired federal government employees, contractors and service members in the Armed Forces.
Based in Reading, Pennsylvania, Good Life Companies is a network of more than 200 financial advisors and 350 insurance professionals with offices in 42 states, overseeing more than $4 billion in total client assets. With the additions of Castro and Steudle, Good Life added approximately $415 million over the last 12 months.
