PFS Financial Celebrates New Brand To Highlight Team-Based W...| MENAFN.COM

Tuesday, 27 September 2022 02:31 GMT

PFS Financial Celebrates New Brand To Highlight Team-Based Wealth Management Approach

(MENAFN- EIN Presswire)

A circa-1920s Tampa craftsman home converted into an office reflects the brand of PFS Financial.

Tampa-based financial planning firm launches new brand that spotlights its well-defined characteristics in a modern aesthetic.

TAMPA, FLORIDA, UNITED STATES, September 22, 2022 / / -- PFS Financial Firm has completed a re-brand that reflects the firm's continued growth and underscores their special team-based approach. Managing Partner J.D. Pellecchia, CFP®, CIMA®, CKA® said of the change:“We are excited to align our outward facing persona to what we have been communicating and delivering internally for our clients. Our PFS GPS Plan™ process dives deeper than merely investment 'alphas' and 'betas.' We help our clients discover Purpose, obtain Freedom, and enjoy Stewardship.”

William L. Mehserle, Jr. AIF®, CFP®, CPWA®, Partner , elaborated:“How we practice financial planning and its relation to life is the aggregate of our studies from books like 'Purpose Driven Life' by Rick Warren and 'Halftime' by Bob Buford – to name just two -- that all point to unshakeable truths about wealth, joy, and life. Through our PFS GPS Plan™ and Stewardship Planning Semesters™ we help our clients answer the questions that surround three all-encompassing aspects of financial life: Purpose, Freedom, and Stewardship.”

As part of the new brand, PFS Financial Firm is also launching Channel Markers℠. This twice-a-month complimentary newsletter provides information, ideas, and insights to help navigate financial life.

PFS Financial Firm, located in Hyde Park, Tampa, Florida, is an independent firm led by J.D. Pellecchia and William L. Mehserle, Jr. Collectively, the firm has over 85 years of experience and has managed over $1 billion in assets. The firm serves as fiduciaries to hundreds of affluent clients across the country providing comprehensive wealth management and tailored investment strategies, via vertically integrated financial planning solutions. They have been recognized by Florida State University and Forbes.

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and PFS Financial Firm, LLC are not affiliated.

William Mehserle
PFS Financial
+1 877-642-6110
email us here
Visit us on social media:

PFS Financial: Why We Exist


Legal Disclaimer:
MENAFN provides the information “as is” without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the provider above.