The addition of these offices increases Financial Architects Partners’ national footprint and offers additional regional support for its clients in those markets. The Los Angeles and Palm Beach locations bring the total number of Financial Architects Partners offices nationwide to six.
The Los Angeles office will be headed by Managing Director Keith Tobias. Mr. Tobias, who joined Financial Architects Partners in 2012, has been an advisor to corporations and wealthy individuals for more than 30 years.
David Carroll, CEO of Financial Architects Partners, commented, "As a CPA from a Big 4 firm, and co-founder of one of the largest corporate life insurance firms, Keith possesses skills that perfectly complement our business model and enhance our ability to provide dynamic ideas and service to clients. We are excited to have him lead the Los Angeles location."
Managing Director Joseph Kawczenski will head the Palm Beach office. In his previous role as Vice President of Financial Architects Partners, Mr. Kawczenski was actively involved in portfolio selection and ongoing active management of large and complex insurance portfolios for clients. In addition to serving existing clients and advisors in South Florida, he will be handling business development in the region.
Dave Freeley, President of Financial Architects Partners, commented, “Our new presence in Palm Beach gives us a true national footprint. We are very excited about this development and what it means for our existing South Florida clients. The unique concentration of wealth in Palm Beach and much of South Florida will greatly benefit our core client base.”
About Financial Architects Partners
The Financial Architects Partners, LLC, a subsidiary of NFP, is a 35-person national life insurance planning firm with offices in Boston, Los Angeles, Minneapolis, Palm Beach, Palo Alto and Providence. Financial Architects Partners manages over $10 billion of trust-owned life insurance for over 300 family groups as of July 1, 2014. Our team consists of individuals with backgrounds in law, tax, finance and life insurance. We specialize in wealth transfer life insurance and the design, implementation and management of large life insurance portfolios.
National Financial Partners Corp. (NFP), through its benefits, property and casualty and life insurance, and wealth management businesses, provides diversified advisory and brokerage services to companies and high net worth individuals. NFP operates in three business segments. The Corporate Client Group provides corporate and executive benefits, property and casualty insurance, and retirement plans. The Individual Client Group provides retail and wholesale life insurance brokerage and wealth management advisory services. Advisor Services supports independent financial advisors by offering broker/dealer and asset management products and services.
Most recently, NFP was ranked by Business Insurance as the fifth-largest benefits broker by global revenue, fourth-largest U.S.-based privately owned broker and 11th-largest Largest Broker of U.S. Business. Plan Sponsor has named NFP the fifth-largest executive benefits provider of nonqualified deferred compensation plans by number of plans. The company also operates a top 10 independent broker/dealer as ranked by WealthManagement.com.
For more information, visit www.nfp.com.