Sfa Partners
SFA Partners provides shared services to a family of companies – The Strategic Financial Alliance (SFA), Strategic Blueprint and SFA Insurance Services – with a shared passion for helping independent advisors succeed. We are a full-service partner, regardless of your business model or affiliation preferences. And we’re here to empower independent financial advisors with the supportive environment, tools and expertise they need, with no cookie-cutter solutions. And, as a member of our SFA Partners advisor community, you’ll never feel alone. Strategic Blueprint, our corporate RIA, serves the independent financial advisor who wants to run a primarily fee- and planning-based business on their terms, but who also wants a frictionless, turnkey service experience. Strategic Blueprint advisors retain their brand, their data and their equity. And for those who want to maintain registration with a broker-dealer for commission-based services, there is an opportunity to affiliate with sister-firm, SFA. Both leverage SFA Partners’ due diligence expertise resulting in a varied and deep platform of investment solutions, including a wide array of alternative investments to help advisors creatively guide their clients in achieving their financial objectives. For more information on Strategic Blueprint, please visit our website or contact us at info@strategicblueprint.net or (678) And for more information The Strategic Financial Alliance (SFA) or SFA Insurance Services, please visit our website or contact us at joinus@thesfa.net or (678)
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Verified contacts
49
available on Kipplo
LinkedIn employees
72
11 to 50 range
Open roles
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no listings
Distinct roles
39
indexed titles
Tech stack
0
tools in use
Monthly traffic
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Decision-makers and verified team members
49 contacts with verified email or phone · masked until revealed.
- JS
Julie Sullivan
Sr Vice President · General Business & Management
EmailPhone - MM
Matthew Mayer
VP, Due Diligence · Finance & Accounting
EmailPhone - SS
Stephanie Schiele
Vice President, Marketing · Advertising & Marketing
EmailPhone - DS
David Schroll
Supervising Principal Ii · General Business & Management
EmailPhone - EA
Emily Albahari
Operations · Operations
EmailPhone - VH
Veronica Harrell
AVP Compliance · Finance & Accounting
EmailPhone - VF
Virginia Fiveash
Transition Manager · General Business & Management
EmailPhone - CS
Clive Slovin
President · General Business & Management
EmailPhone - IP
Inman Porter
the Strategic Financial Alliance, Inc · Other
EmailPhone
Showing 9 of 49 verified contacts
Top roles at Sfa Partners
39 distinct titles indexed · top 10 shown.
- 2commission specialist
- 2financial advisor
- 2supervising principal ii
- 2the strategic financial alliance, inc
- 1()
- 1administrative assistant
- 1advisor solutions manager
- 1avp compliance
- 1business development director
- 1communications principal
- +29more titles
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