In January 2020, Fredrick Standfield was on the verge of accomplishing two career-defining goals. By the summer, Fredrick had established his Registered Investment Advisor (RIA) firm, LIFEWATER Wealth Management. He ended the year by obtaining his CFP® certification to become a CERTIFIED FINANCIAL PLANNER® professional.
Fredrick noted, “As more people call themselves financial planners, finding the right professional to address financial planning needs isn’t always easy. Professionals who are CFP® practitioners have demonstrated expertise and are committed to high standards to earn the respect of their colleagues and the trust of their clients.”
Fredrick fashioned his Atlanta-based RIA firm to encompass everything he had learned and experienced over 15 years in the financial services industry. LIFEWATER would be a place where investors could find respite from financial stress.
“Financial success is much more than investments and cash flows,” Fredrick explained. “Our behaviors are shaped by our environments, experiences and values. Exploring these dimensions enables me to better help clients achieve their financial expectations.”
Brian Shapiro, advisor development officer for the Wealth Advisor Alliance, said, “We are excited to welcome Fredrick to the Wealth Advisor Alliance community. He brings with him many years of experience both in running his own advisory firm as well as in the public accounting space. Advisors with this level of experience are well equipped to provide holistic financial advice to their clients.”
Since LIFEWATER joined the Wealth Advisor Alliance, Fredrick has newfound time to plan the future of his RIA practice. He said, “Partnering with this BackOffice team was essential. Their values, client approach and operational excellence are tenets of my practice, and the entire team is comprised of really good people. Now, I will be focusing on the current client experience and ways to position LIFEWATER to meet the needs of clients and prospects.”
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We help advisors establish and grow successful wealth management practices. To learn more about how we can help you amplify your life’s work, contact us at team@waalliance.com. You can follow us on Twitter@theWAAlliance and on LinkedIn.