LPL Financial Welcomes Financial Advisors Ryan Kirby, Michael Alvarez

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LPL Financial Holdings, Inc.
LPL Financial Holdings, Inc.

SAN DIEGO, Nov. 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Ryan Kirby, CFP®, and Michael Alvarez have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Seapoint Wealth Advisors (Seapoint). Kirby and Alvarez reported serving approximately $540 million in advisory, brokerage and retirement plan assets,* and they join LPL from U.S. Bank.

Based in San Diego, Kirby and Alvarez are longtime colleagues who built their practices on the foundation of personal connections and a commitment to making a positive impact in the lives of their clients. With Kirby serving as a mentor to Alvarez early on, they now embark on the journey to independence as business partners with a shared vision and aspiration for the future.

“After a long career of learning and growing, we decided independence was the best way for us to deliver advice and enhance services for our clients,” Kirby said. “As a business owner with the freedom to operate on my own terms, I look forward to offering a more common-sense approach to client relationships and placing their best interest first. With the robust support from LPL’s innovative platform, combined with the collective group of like-minded financial professionals at Seapoint, Michael and I believe this move will help us in our pursuit of excellence in client service.”

Joining an existing LPL Strategic Wealth Services team

Kirby and Alvarez turned to one of LPL’s supported independence solutions, LPL Strategic Wealth Services (SW), which combines the freedom and flexibility of entrepreneurship with hands-on business services to help practices thrive, both operationally and strategically. Seapoint is an existing SW team that receives ongoing operations support managed by experienced professionals including a business strategist, marketing partner, CFO and administrative assistant.

“We’re independent financial advisors joining Seapoint as a thought collective. We are excited to become part of a community of advisors who share our commitment to excellence,” Alvarez said. "Over the years, investment advice has become commoditized, so it’s crucial that we provide customized strategies within an open architecture environment. With LPL’s flexible platform, everything from the client experience to portfolio management to financial planning can help us differentiate ourselves and provide greater focus and personalization for our clients.”

With the move to LPL, Kirby and Alvarez have become managing directors at Seapoint Wealth Advisors. They will open a new office in downtown San Diego while tapping into the resources provided under the Seapoint umbrella. They are supported by sales associate Leon Aceituno.

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