A team of independent advisors who work with clients in or near retirement has joined Commonwealth Financial Network.
Janet Hart, CFP, founded the firm, Censia Wealth Advisors, based in Santa Clara, Calif., joining Commonwealth. The team also includes Kelly Soria, CFP, a senior advisor, and Alex Clark, a financial advisor.
Censia has been in business for 26 years and has $165 million in assets under management. The team was formerly affiliated with Securities America as The Hart Group.
Censia is a fiduciary that provides comprehensive investment management and retirement planning guidance. The firm emphasizes a culture of approachability, with a focus on fostering deep relationships and delivering exceptional service. Each client has a lead advisor, backed by the rest of the team.
“We were looking for a partner who treats us like we treat our clients, and we’ve found that in Commonwealth,” said Hart. She pointed to direct access to Commonwealth’s chief investment officer, Brad McMillan, its team of in-house advanced planning and research thought leaders, and other experts as a major differentiator, too. “Having an extended team working hand-in-hand with us to provide our clients with the best possible solutions was a game changer for us.”
Privately held since 1979, Commonwealth is headquartered in Waltham, Mass., and San Diego, Calif. It has more than 2,000 independent financial advisors nationwide.