Customers of both companies will benefit from improved services
SAN FRANCISCO, July 27, 2022 /PRNewswire/ — Definition of Financial Planning for Alameda, California acquires Annadel Capital from Saint-Raphael. Clients of both financial advisory firms will benefit from the combined knowledge and expertise of the two independent companies. Defined Financial Planning clients will have access to CPA services, while Annadel Capital clients will be able to integrate Defined Financial Planning’s renowned holistic financial planning system into their retirement plans.
Responsible for defined financial planning Sam Gaeta built his business on a foundation of transparency and holistic financial planning. Through this acquisition, Defined Financial Planning is pleased to offer its clients unique investment strategies and over 90 years of combined experience in the financial services industry. Owners of Annadel Capital Jed Cooper and Greg SmithCPA, can provide unique investment strategies to existing Defined Financial Planning clients.
“Jed and Gregg are a perfect fit for our clients,” says Gaeta. “Not only have they experienced a wide variety of market cycles, but their values, such as honesty and integrity, align perfectly with ours.”
Annadel Capital clients will benefit from holistic financial planning services and an established and energetic business at the forefront of the financial planning industry. As Smith and Cooper prepare for their future retirement, they believe their clients will continue to receive the integrity and comprehensive financial advice they have come to expect.
“Defined Financial Planning and Annadel Capital are very aligned, and we have great confidence in Sam. Not only does he have high ethical standards, but his organizational model is nimble in a way that our clients will greatly appreciate,” Smith said. .
The merged companies will retain the name and organizational structure of Defined Financial Planning. Smith and Cooper of Annadel Capital will remain after the acquisition to ensure a smooth transition for each client.
For more information please contact Brandon Bankston at [email protected] or 612-351-8688.
About the company:
Defined Financial Planning builds personalized retirement-focused financial packages for each client, reducing uncertainty in determining the right strategy for each individual’s journey to retirement and beyond. Learn more about definedplanning.com.
Media Contact: Brandon Bankston
Phone number: 612-351-8688
E-mail: [email protected]
Financial planning defined by SOURCE