Kestra Financial Recruits $140 Million Firm Dudum Financial
AUSTIN, Texas – Jan. 17, 2017 – Independent advisor platform Kestra Financial, Inc. (Kestra Financial) announced today the addition of Dudum Financial, a leading employee benefits and financial services firm. Headquartered in the San Francisco market, the firm, led by industry veteran Jason Dudum, is the latest established firm to choose Kestra Financial as its partner for future growth.
The professionals of Dudum Financial, with three satellite offices throughout California, offer a concierge service model that provides comprehensive asset management and estate planning services to families and businesses throughout the U.S. The firm’s advisors also specialize in the management of employee benefits for the golf and private club industries.
“Dudum Financial was looking to join a platform that offers state-of-the-art resources, next-generation advisor technology, and practice enrichment tools, all of which are defining attributes of Kestra Financial,” said Daniel Schwamb, Senior Vice President of Business Development at Kestra Financial. “As Kestra Financial’s recruitment efforts continue to pick up speed, we are proud to partner with sophisticated advisors like Jason Dudum who share our commitment to meeting the financial services needs of a diverse client base.”
The relationship with Dudum Financial embodies the mission of Kestra Financial to empower the success of elite, independent advisors.
“Dudum Financial joined Kestra Financial because we needed a growth-minded partner whose tools would allow our investment services and employee benefits businesses to operate more efficiently,” Dudum said. “We were impressed with Kestra’s dynamic service offerings and have great confidence that its technology will enable our team to better serve clients.”
About Kestra Financial
Kestra Financial, Inc. (Kestra Financial) provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.
Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm supports more than 1,700 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Kestra Financial is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and of Kestra Advisory Services, LLC; Kestra Private Wealth Services, LLC; and Kestra Institutional Services, LLC, all federally registered investment advisers. For more information about Kestra Financial, please visit www.kestrafinancial.com.
Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC. Dudum Financial is independently owned and operated.
Gregory FCA for Kestra Financial
Lauren Davis, 610-228-2103