Fountainhead Advisors Announces Expansion into West Coast Region
Firm now has established presence in New York, New Jersey, and San FranciscoEDISON, NJ (October 25, 2018) – Fountainhead Advisors is pleased to announce its expansion into the West Coast region, by establishing its presence in San Francisco. Known for taking an innovative approach to financial planning, Fountainhead has built its reputation on providing clients with complete Life Planning solutions by utilizing their Total Life Allocation process. The expansion of the Fountainhead team introduces this approach to new markets, while allowing clients to benefit from the firm’s team of collaborative specialists regardless of their location. “We continue to add advisors who are attracted to our team approach and deep bench of expertise ensuring a positive client experience” said Marc Rock, Managing Partner. “Our expansion is driven by relationships we have been cultivating over the past several years with like-minded, trusted experts who are truly a natural fit with the Fountainhead way of serving clients. We look forward to continuing to bring our unique approach to serve our clients into additional regions in the U.S.” Joining the Fountainhead team are three professionals and their support team who share a commitment to serve clients at a very personal level with completely customized life planning strategies and solutions:
- With extensive experience in insurance and finance, Eric Furstner, Senior Financial Strategist, has been providing clients with a personalized and comprehensive approach to financial advising since 1987. Eric is highly skilled at getting to the heart of what people need most to enjoy financial security and flexibility and builds completely customized solutions for each client.
- Wes Yamada, Senior Financial Strategist, Wes entered the banking industry immediately after graduating from UC Irvine in 2007. His experience through all levels of the bank culminated with his role as a Financial Advisor. It was in this role that Wes found his niche by combining his love of analytical planning with a strong sense of client advocacy. Today, Wes’ clients span various industries including a strong focus helping technology professionals with their planning needs.
- Shafaq Presswala, Financial Strategist, formerly worked as a scientist in genomic research, identifying gene pathways to early cancer detection. A career shift to work as an EMT led her to a deep interest in helping families struggling with overwhelming healthcare costs and no financial planning in place. She currently serves clients that include physicians, pharmacists and others in the medical field.