LPL Financial LLC announced today that financial advisor Matthew Holbrook, CFP®, has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Coastline Wealth Advisory of LPL Financial. He reported having served approximately $385 million in advisory, brokerage and retirement plan assets* and joins LPL from UnionBanc Investment Services, which is part of U.S. Bank.
With more than two decades of industry experience, Holbrook is driven to help his clients organize and map their financial lives so they can make informed decisions about their fiscal futures. “One of the best things about being a financial advisor is seeing the positive impact my advice can have on my clients’ lives and watching them become more confident about their finances through planning and education,” said Holbrook, who works primarily with business owners, healthcare professionals and executives.
When working with clients, he’s often overheard saying, “The best time to plant a tree was 20 years ago. The second-best time is today.” That sentiment also reflects his decision to shift business away from banking influence and take a more independent approach.
( This news/press release has not been altered by investment.net, apart from the headline, and has been obtained from a syndicated source:- https://finance.yahoo.com/news/financial-advisor-matthew-holbrook-joins-130000712.html)