— Wealth management firm revises name to better reflect commitment
to retirement needs of clients nationwide —
PLANO, Texas–(BUSINESS WIRE)–Money Matters with Ken Moraif, a wealth management firm headquartered in
Plano, Texas, and with offices in 14 other cities across the U.S., has
announced their rebranding as Retirement Planners of America. Given the
company’s dedication to providing clients with superior retirement
planning services, the new name better reflects their commitment to the
8,900 households they serve across the nation. The name change and
rebrand go into effect May 1.
The company, which was founded in 2011, has over $4.3 billion in assets
under management, will continue to provide clients with the same service
offerings, including retirement and financial planning, investment
management, family legacy planning and income tax planning. The firm
will remain under the leadership of Ken Moraif, CEO, along with senior
advisors Doug Bartol, Eli Dragon and Doug Dyer. Additionally, the firm
will continue to follow their steadfast philosophy to buy, hold and
protect client investments.
Moraif says the name change is a natural progression to better fit the
objectives of the company. “This is something we have been considering
for years, and is symbolic of a business strategy to be more aligned
with what our prospects and clients have come to expect from us,”
explains Moraif. “Our vision is to provide unparalleled retirement
planning services, so we’re putting a stake in the ground – and putting
retirement in our name. We believe this better reflects our commitment
to our clients’ retirement planning needs.”
The Retirement Planners of America team includes 36 investment advisors.
In addition, their radio show, “Money Matters with Ken Moraif,” will
remain on airwaves under the same name, sponsored by Retirement Planners
of America. Listeners can tune in to hear the latest market headlines,
personal finance, retirement and estate planning tips from Moraif, who
has been overseeing the show for 23 years.
For more information on Retirement Planners of America, visit www.rpoa.com.
About Retirement Planners of America:
Retirement Planners of America (RPOA) is a Registered Financial
Advisory firm based in Plano, TX, with 14 offices in Texas, Arizona,
California and Oklahoma. With over $4.3 billion in assets under
management (as of May 2019), RPOA’s financial advisors provide financial
planning, investment management, family estate planning and income tax
planning services to over 8,800 clients in 48 states. For more
information, visit www.rpoa.com or
call 800-994-0302.
Contacts
Karyn Piechule
[email protected]
610-228-2107
