Article Published in Financial Advisor Magazine on February 10, 2021 by Joyce Blay.
Mission Financial Group, a Honolulu-based practice with Cetera, has launched as an independent registered investment advisor by partnering with TruClarity Management Solutions in Tampa, Fla., the companies announced.
Founded by partners Nick Abbott and Clifton Yasutomi, the Mission team also includes client relationship managers Samantha Starbuck and Crystal Ching. The practice manages approximately $130 million in assets for retirees or workers within five years of retiring.
This is the fifth practice TruClarity has helped launch as an independent RIA since the outbreak of the pandemic last March.
Founded in 2019, TruClarity offers transition solutions for advisor independence.