Florida
Carol Liddy
Investment Operations Manager
Florida
Michael LaBarbera AIF
Financial Advisor, Managing Director
Virginia
Chad Faulkenberry CFP®, CPWA®, CLU® and CWS®
Financial Advisor, Managing Directory
Minnesota
Sam Sinkin
Operations
Minnesota
Robert Meath
Financial Advisor
Minnesota
Kerry Meath-Sinkin CFP® & AIF®
Financial Advisor, Managing Director
Journey Strategic Wealth
Cody Capobianco
Investment Analyst
Northern California
Kevin Rinow CFP®, CLU®, RICP®, CHFC®
Financial Advisor
Northern California
Adrienne Conrad
Executive Assistant
FAQ Section
At Journey Strategic Wealth, we've compiled this comprehensive questions to address common inquiries about our products and services.
Journey advisors pay an affiliation fee depending on the size of their practice. Contact us to learn more!
Advisors who have above average organic growth tied to their brand can co-brand with Journey.
Yes
Journey is ideal for advisors who are mostly models and who want to access an investment team for research, oversight, and trading. Its possible to accommodate anything an advisor is currently doing within our platform.
Ready
to take the first step?
Whether you’re preparing for your legacy or have decades left to build, let Journey come alongside you to elevate your practice and give you the support as you bring last impact to your clients.
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