Kestra Financial Appoints Head of Advanced Planning, Announces Tech Partnership
Wealth management platform Kestra Financial announced investments in its advanced planning offering to help advisers deliver more personalized financial strategies to their clients. This includes the appointment of Christine E. Brown as head of advanced planning, along with a new partnership with RightCapital, a provider of financial planning software for wealth management professionals.
As Kestra head of advanced planning, Brown leads a team of professionals dedicated to supporting financial advisers and their clients as they navigate all aspects of wealth management planning. As a licensed attorney in California, Brown brings to her role over two decades of experience advising ultra-high-net-worth families on sophisticated wealth transfer strategies, trust administration, and estate planning.
“I’m excited to join Kestra Financial to lead its advanced planning initiatives,” said Brown. “Advanced planning is one of the most powerful ways advisers can help clients achieve their long-term goals, and I appreciate Kestra’s deep commitment to equipping its advisers with the tools and expertise they need to succeed.”
Kestra’s investment in advanced planning also includes a new partnership with RightCapital. According to Kestra, the alliance gives Kestra-affiliated advisers access to a variety of planning solutions that integrate into advisers’ existing technology stacks, enabling them to deliver modern, comprehensive financial plans.
RightCapital offers various planning capabilities, including comprehensive retirement planning, sophisticated tax planning, and insurance needs analysis. Within the past year, the company has also launched new features to support planning for business owners, client prospecting, and expanded tax analysis. In addition to the comprehensive suite of solutions, Kestra advisers will also benefit from RightCapital’s white-glove onboarding and ongoing support, ensuring seamless integration and maximum value.
“We look forward to working closely with Kestra Financial, an organization that shares our commitment to adviser success,” said Shuang Chen, co-founder and chief executive officer of RightCapital. “Together, we aim to empower advisers with modern, innovative planning tools that meet the evolving needs of their clients.”
Previously reported by AltsWire, Grandview Partners, a Westwood, Mass.-based firm whose personnel manage approximately $800 million in assets under management, joined Kestra’s community of independent financial advisers last fall. The firm was previously affiliated with Commonwealth Financial Network. Founded in 2019 by Douglas Mavilia, Timothy Ryan, and Peter Smith, the firm served approximately 650 client households upon affiliating.
Kestra Financial is an independent wealth management platform headquartered in Austin, Texas. A division of Kestra Holdings and established in 1997, the firm oversees $142 billion in assets under advisement through its subsidiaries. The Kestra Financial division includes affiliates of Kestra Private Wealth Services LLC, Kestra Advisory Services LLC, and Kestra Investment Services LLC.
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