With a history in banking, Stasia Washington knew how to help people take charge of their financial lives. She also knew that becoming an independent Registered Investment Advisor (RIA) meant she could be free to give advice and do the right thing for her clients, always. She found success by joining an RIA firm, which gave her the freedom to focus solely on building deep client relationships.
Today, Stasia is recognized as one of the “Most Influential Wealth Managers” by the Los Angeles Business Journal, and is giving her best advice to you.
Her story began in retail banking, but her determined mindset and dream to be someone people trust with their financial futures drove her to make the leap to independence. When she joined an Registered Investment Advisory (RIA) firm in West Hollywood, she got the freedom to put her clients first, always. And with support from Schwab Advisor Services, her firm has built an extremely successful practice that spans the country.
“It goes back to relationships. I really missed working with clients. I’m in the business of solving problems, and I missed being a go-to person.” — Stasia Washington, Managing Director & Senior Vice President, First Foundation Advisors
To read more of Stasia’s advice on everything from choosing a custodian to building client relationships, download the case study.
Download Now.
Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. (“Schwab”), member SIPC. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.
This is a sponsored feature developed by Schwab and supported by Advisorpedia.
Advisorpedia is not affiliated with The Charles Schwab Corporation. Any mention of third-party firms or individuals is not and should not be construed as a recommendation, endorsement, or sponsorship by Schwab.
Advisorpedia will share your information with Sponsor, Charles Schwab & Co., Inc. Schwab may use it to contact you and to send you additional insights from Schwab Advisor Services™. Read about privacy at Schwab at www.schwab.com/privacy.
©2022 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
TRG (1022-2DFM)