World Insurance Associates LLC Acquires Investment Advisory Firm
- March 28, 2019
World Insurance Associates LLC Acquires Financial Planning Concepts of America, Inc. of Staten Island, NY
TINTON FALLS, N.J. -- World Insurance Associates LLC, an independent insurance agency headquartered in Tinton Falls, NJ, acquired Financial Planning Concepts of America, Inc. of Staten Island, NY on February 1, 2019.
Financial Planning Concepts (FPC), founded in 1990, is an SEC Registered Investment Advisory firm headquartered in Staten Island. As a fiduciary advisory firm, they commit to a special relationship of trust, confidence, and legal responsibility to put their clients’ best interests first. The company was founded on the philosophy that life is about much more than just money. They deliver highly personalized services to individuals and families as they begin to think about retirement and need to develop an investment strategy that might have to last 30 years or more in retirement. Joseph Marchese, Certified Financial Planner™ practitioner, focused on the nature of emotions in decision-making for his Ph.D. research and continues to incorporate behavioral finance into all the company’s planning with clients.
“The team at Financial Planning Concepts care about the people they do business with,” said Rich Eknoian, CEO and co-founder of World Insurance Associates LLC. “We are thrilled to welcome them to the growing World family.”
Joseph Marchese stated, “We are excited to join the team at World and look forward to providing the same level of fiduciary care to the World family.”