To support the firm's marketing initiatives while earning her CFP
MALVERN, Pa., May 12, 2015 /PRNewswire/ — OneSource Retirement Advisors announced that Kitty Pierce has joined the firm in a financial advisory role.
According to OneSource President John O'Brien, the company's strategy of providing a multi-faceted solution to retirement transition for high net worth individuals has resulted in significant growth in the past year.
"Because OneSource uniquely brings together all aspects of a well-planned and well-lived retirement, including wealth management, estate planning, tax planning, legal expertise, and more, our team of expert, responsive advisors is the key to our success," notes O'Brien. Before joining us, Ms. Pierce operated her own marketing businesses, served as marketing vice president for PatientPoint, and was creative director for several consumer magazines.
She will support OneSource's marketing program while working towards completion of her Certified Financial Planner (CFP) designation. "Kitty brings a broad range of experience and a proven record of career-focused strategic planning," added O'Brien. "Her transitions from creative positions to publishing, and from corporate management to being an entrepreneur prove the value of establishing goals and taking the necessary steps to achieve them.
That approach also defines the OneSource strategy for successful retirement transition." Said Ms. Pierce, "I am thrilled to be a part of a company that is helping people secure their future through financial planning. The transitions of retirement are complex and often intimidating, so there is real value in the expert advice OneSource offers its customers."
about One Source Retirement Advisors
Founded in 1999, Malvern-based OneSource Retirement Advisors has grown to over $250MM in assets under management. The company helps its customers through retirement transitions using a unique multi-disciplinary approach comprising wealth management, tax planning, legal advice, and estate counseling. This method allows the firm to consider and solve problems outside of traditional financial boundaries. OneSource Retirement Advisors is headquartered at Chester County Commons, 4 Mystic Lane, Malvern, PA 19355 and can be reached at 844-413-2986. Visit here.
Leave a Reply