PLANO, Texas--(BUSINESS WIRE)--Money Matters with Ken Moraif, a wealth management firm headquartered in Plano, Texas, and with offices in 14 other cities across the U.S., has announced their rebranding as Retirement Planners of America. Given the company’s dedication to providing clients with superior retirement planning services, the new name better reflects their commitment to the 8,900 households they serve across the nation. The name change and rebrand go into effect May 1.
The company, which was founded in 2011, has over $4.3 billion in assets under management, will continue to provide clients with the same service offerings, including retirement and financial planning, investment management, family legacy planning and income tax planning. The firm will remain under the leadership of Ken Moraif, CEO, along with senior advisors Doug Bartol, Eli Dragon and Doug Dyer. Additionally, the firm will continue to follow their steadfast philosophy to buy, hold and protect client investments.
Moraif says the name change is a natural progression to better fit the objectives of the company. “This is something we have been considering for years, and is symbolic of a business strategy to be more aligned with what our prospects and clients have come to expect from us,” explains Moraif. “Our vision is to provide unparalleled retirement planning services, so we’re putting a stake in the ground – and putting retirement in our name. We believe this better reflects our commitment to our clients’ retirement planning needs.”
The Retirement Planners of America team includes 36 investment advisors. In addition, their radio show, “Money Matters with Ken Moraif,” will remain on airwaves under the same name, sponsored by Retirement Planners of America. Listeners can tune in to hear the latest market headlines, personal finance, retirement and estate planning tips from Moraif, who has been overseeing the show for 23 years.
For more information on Retirement Planners of America, visit www.rpoa.com.
About Retirement Planners of America:
Retirement Planners of America (RPOA) is a Registered Financial Advisory firm based in Plano, TX, with 14 offices in Texas, Arizona, California and Oklahoma. With over $4.3 billion in assets under management (as of May 2019), RPOA’s financial advisors provide financial planning, investment management, family estate planning and income tax planning services to over 8,800 clients in 48 states. For more information, visit www.rpoa.com or call 800-994-0302.
