LCG Financial Partners is pleased to announce that Karen J. Ness, RICP®, AIF®, BFA, CLTC®, a registered Financial Advisor and president and founder of Innovative Advisors, Inc., is joining its network of financial advisors. Karen brings her extensive experience in Human Services, Human Resources, and Business Management, as well as her knowledge in Behavioral Financial Planning and Retirement Income Planning, to better serve her clients’ individual needs.
Karen is excited to join LCG Financial Partners to access the firm’s extensive $2 billion wealth management platform, which includes The Bucket Strategy® retirement planning system, in-house asset management, unique advisor technology, and digital marketing and support systems. She will combine her judgment-free, “client-obsessed” approach with the firm’s emphasis on integrity and trust to help individuals address their life’s purpose through a strategic and tailored approach.
With the firm’s comprehensive wealth management platform, Karen can focus more on crafting individualized client solutions and less on administrative tasks. She looks forward to collaborating with the firm’s community of like-minded advisors who share her commitment to effective financial planning and addressing each client’s individual needs.
“Joining LCG Financial Partners allows me to enhance the services I provide to my clients by leveraging the firm’s resources and support,” said Karen Ness. “This move will enable me to spend more time helping clients work toward their financial goals with The Bucket Strategy®.”
“We are thrilled that Karen Ness is joining our team,” said Ray Lucia, Jr., CEO of Lucia Capital Group. “Her dedication to helping clients work toward their financial goals and her extensive background make her an invaluable asset. We look forward to seeing the positive impact she will have on our clients and our firm. Welcome to the Lucia family, Karen!”
About LCG Financial Partners
LCG Financial Partners is a $2 billion wealth management platform business affiliated with LPL Financial. LCG Financial Partners provides independent financial advisors with access to a community of like-minded advisors, in-house asset management, advisor technology platform, transition assistance, digital marketing, prospective client referrals, and their flagship retirement income illustration program, The Bucket Strategy®. For more information on Lucia Capital Partners, visit https://www.lcgfinancialpartners.com