Kive I. Strickoff, chairman and CEO of Strickoff Financial Services, LLC, recently attended the highly acclaimed Financial Service Institute’s (FSI) Financial Advisor Summit in Washington, D.C. Mr. Strickoff joined other leading independent financial advisors from across the country in an effort to deepen education and skills that will help their clients realize their financial goals.
The summit included numerous sessions on how to improve financial advisors’ practices and better serve their clients. “FSI’s Financial Advisor Summit is invaluable,” said Kive I. Strickoff. “This one-of-a-kind conference was an incredible opportunity for us to attend sessions on succession planning, technology trends, tips, and tools, investor behavior, working with aging clients, and much more.”
Attendees also heard from keynote speakers Tim Sanders, former Yahoo! executive and bestselling author; Susan Axelrod, executive vice president, Regulatory Operations at FINRA; and Andy Friedman, Washington D.C. political expert. These speakers help advisors stay up-to-date on current regulatory and legislative trends to ensure advisors know how to advocate for their clients with regulators and lawmakers—all to ensure clients continue to have access to affordable, objective financial advice to help them plan for retirement, pay for their children’s education, and care for aging parents.
“We are very pleased to have Kive I. Strickoff as an engaged member,” said FSI President and CEO Dale Brown. “Conscientious advisors like Kive Strickoff help bring real-life experience to our advocacy efforts. We plan to continue working closely with Kive as we advocate for independent financial advisors and the hard-working clients they serve.”
Mr. Strickoff’s practice offers personalized comprehensive wealth-care services, including financial planning, portfolio management, IRA rollovers, and 401K and pension plan setup. He has been an independent advisor for 14 years and is affiliated with 1st Global Capital Corp. Kive Strickoff is also an active member of FSI’s Financial Advisors Council, Financial Advisor Council Steering Committee, and the Financial Advisor Summit Task Force. In addition, he owns and operates Kive I. Strickoff, P.C., a full-service CPA firm, which shares offices with Strickoff Financial Services, LLC.
For information, visit www.strickoff.com, or contact firstname.lastname@example.org or 516-623-1800.
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. SFS LLC and KIS PC are not affiliated with 1st Global Capital Corp.