The quarter-billion asset team moves from one LPL affiliate to another and will maintain custody with the broker-dealer
Integrated Completes Q1 with over $600M in Advisory Assets Committed
Integrated Partners, a national financial planning and registered investment advisory firm, announced today that Newport Beach, CA, financial advisor Mark Mitamura and his eight-member team at The Reserve Investments have joined the national advisory platform, attracted by the strong growth resources available exclusively to affiliated firms. Mitamura’s firm primarily focuses on wealth management and financial planning for business owners and retirees.
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The Reserve Investments Team (Photo: Business Wire)
Mitamura is joined by his longtime wealth management team, including David Choi, AIF, CPFA, Randy Zierhut, as well as administrative team Whitney Massey, AIF, CPFA, Jennifer Lee, Carly Jeavons and Charly Rowan.
“Financial advisory independence takes many forms, and while we are appreciative of the model that got us here, it was time to push the throttle forward,” said Mitamura, CEO, The Reserve Investments. “When you decide to make a transition, you can’t be cavalier about it, or make it in knee-jerk fashion. You must roll up your sleeves, and put your suitors to the test – let’s be honest, advisors have an abundance of choice these days. We had options and ultimately chose the partner that clearly understood us as business owners, advisory professionals and people.”
The specific attractions for Mitamura were the Integrated Business Alliance, which aligned perfectly with his core focus; the Integrated Pension Services division; and the vaunted CPA Program, which for decades has paired CPA firms with Integrated advisors supported by a tangible process that fuels their mutual growth.
“As the world begins to contemplate the aftermath of the pandemic, we are taking stock,” said Paul Saganey, President and Founder, Integrated Partners. “Our charge is to emerge from recent global events stronger than ever and more confident in our approach to supporting our advisors than we’ve ever been in our firm’s history.”
In addition to Mitamura’s team, Integrated has also welcomed The Vedder Group as well as advisors Lisa Sakai and Chris Whalen, to the firm in the first quarter of 2021, adding north of $600M in assets to the platform.
“The pandemic has been a scourge upon the planet, and like all humans, advisors found themselves embattled,” said Rob Sandrew, Chief Growth Officer, Integrated Partners. “This is the most robust recruiting class I’ve ever beheld in my career. This is proof positive that in the midst of a massively world-changing, volatility inducing event, you want more than hope – you want to know you have a partner by your side that won’t let you down. That’s us.”
Advisors interested in joining a firm that puts their best interests at the forefront of everything they do can discreetly e-mail email@example.com.
Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and fifty advisors, one hundred and twenty-seven CPAs and forty-five regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.
The financial consultants of Integrated Partners are also registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor. Integrated Partners, The Reserve Investments, and The Vedder Group are separate entities from LPL Financial.
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