Commonwealth Financial Network announced Tuesday that a pair of advisors overseeing more than $230 million in client assets joined the firm from Advisor Group.
Advisors Michael Critchfield and Matthew DiGiacomo, along with their team, operate as Core Financial Group in Yuba City, California. The rest of team includes Evan Pugh and Matthew Debiase, both para planners, and Jen Wilson, office manager.
In a statement, DiGiacomo cited Commonwealth’s “technology, service, and culture.”
“The advisor-centric, service-oriented culture aligns with who we are and the way we serve our own clients,” he said.
Critchfield had been associated with Woodbury Financial Services, a unit of Advisor Group, since 2010, and started his career at Edward Jones in 2005, according to his BrokerCheck report. DiGiacomo had been affiliated with Woodbury since 2011 and started at Edward Jones in 2002.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
