by parnterwithstg | Jul 29, 2022 | general, Marketing & Business Growth
Kingsview Partners is excited to welcome Partner and Wealth Manager Zak Knable, who today opened the firm’s newest office in West Chester, Pennsylvania. Zak comes to Kingsview from Wells Fargo with seven years of advisory experience.
After graduating from Penn State Abington with a Bachelor’s in Business Marketing and Management, Zak began working in the financial industry as a banker, becoming a financial advisor in 2015. He believes that trust is a cornerstone in his client relationships and always encourages an open dialogue.
His areas of focus include:
• Retirement Income Strategies
• Wealth Strategies
• Estate & Legacy Strategies
• Entrepreneurs & Business Owners
• Portfolio Reviews
“Kingsview is pleased to welcome Zak, with his focus on education and thoughtful, customized guidance, as a Partner and Wealth Manager,” says Chief Executive Officer Sean McGillivray. “Zak’s strong desire to elevate the standard of care for his clients continues to advance our goal of transforming the industry.”
Mr. Knable’s office address is 17 W Gay St., Suite 103, West Chester, PA 19380. He can be contacted at (484) 202-7161 or firstname.lastname@example.org.
by parnterwithstg | Mar 5, 2021 | Marketing & Business Growth
Wells Fargo Advisor Team Joins Kingsview in Wyomissing, PA and Miramar Beach, FL
Opening two new offices in Wyomissing, Pennsylvania and Miramar Beach, Florida, Kingsview is excited to welcome Partners and Wealth Managers Radene Gordon-Beck, Regina Rinehimer and Jeffery Barnes. Gordon-Beck and Rinehimer head up Kingsview’s Pennsylvania office, while Barnes works out of Florida. The team joins Kingsview from Wells Fargo, and has collectively managed $240 million in assets.
Radene Gordon-Beck graduated cum laude from Muhlenberg College with a degree in Economics and Finance, and earned her MBA in Finance from St. Joseph’s University in Philadelphia. She works with individuals, families, and business owners to develop and implement investment plans that align their personal values with their financial goals.
While at Wells Fargo Advisors, Regina Rinehimer was recognized as part of a select group of financial advisors who exceeded unique standards of care, including professionalism and education, along with exceptional elements of client service. She offers a dedicated approach to the personalization of comprehensive investment planning.
Jeffery Barnes entered the financial services industry in 1980 and has completed the Accredited Investment Fiduciary Program through the Joseph M. Katz Graduate School of Business at the University of Pittsburg. He focuses on long-term planning with thoughtful wisdom and advice for affluent clients.
This highly experienced team of advisors helps clients meet their financial needs by developing investment plans around their long-term goals and risk tolerance. A significant part of their ongoing responsibilities includes wealth planning, asset allocation and investment performance. They are passionate about building strong, long-standing relationships and generational wealth for their clients.
“Kingsview is extremely excited to welcome Radene, Regina, and Jeffery to our firm,” noted Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. This team’s strong desire to put the interest of clients first will continue to advance our determination to transform the industry.”
The newest Kingsview offices are located at 945 Berkshire Blvd, Suite 102, Wyomissing, PA 19610 and 495 Grand Blvd., Suite 206, Miramar Beach, FL 32550.
The team can be reached at 484-248-7015.