Strategy

Financial Architects Expands On West Coast

Wendy Connett Editor New York February 17, 2011

Financial Architects Expands On West Coast

Financial
Architects Partners
(FAP) is expanding on the West Coast. It has moved into
bigger premises in Palo Alto, California and Ayako Sawanobori, who formerly ran the
client service team, has relocated from FAP's Boston headquarters, in a new
role as regional business manager.  

Nina
Luu has also joined FAP in business development, bringing her experience in
technology and venture.

FAP
provides active management of large life insurance portfolios for wealth
transfer planning.  Clients include family offices, tax planners, estate
planning attorneys and wealth managers.

The
40-person firm also has an office Providence.

 

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