Next Generation of Advisors Joins CalBay Team While Company Continues to Expand and Receives Recognition for Industry Excellence
Sacramento, Calif.
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October 06, 2022 09:00 AM Pacific Daylight Time
Mariner Advisor Network (The Network), along with CalBay Investments, announced the continued growth of the firm, which includes naming Advisor Dylan Bell, CFS, CES, CFP as successor to recently retired Jeffrey Martens, and gaining recognition of firm excellence by both LPL Financial (LPL) and Barron’s. CBI is a wealth management firm with three office locations based in Danville, Santa Clara, and Sacramento, California.
Bell joined the team in 2019, drawn to CBI’s commitment to its clients and sophisticated service model. “My favorite part of working independently,” Bell shared, “is that we work for the client with their best interests in mind at all times.” A diligent leader and strategic thinker, he recently received his CERTIFIED FINANCIAL PLANNER™ certification, and ultimately became the succession plan for a sunsetting Martens, who fully retired at the beginning of the summer. “I am excited for the opportunity to take on Jeff’s practice,” Bell said. “My experience with CalBay Investments and the resources we provide creates a powerful combination of value and support for our clients.”
While CBI expanded its leadership into the next generation, Founder and Principal Michael D. Allard was elected to the LPL Executive Council Office in 2021, and has been recognized on the Barron’s “America's Top 1,200 Advisors: State-by-State” list* in 2016-2022. Allard and his team have earned a reputation for delivering excellence as financial service professionals, and as leaders within the Bay Area communities. The extended team has also ranked within the top 15 since 2016, out of more than 19,000 independent financial advisors.*
To augment its success and to continue enhancing its service offerings to clients, CBI engages with The Network’s Portfolio Consulting Services (PCS). The Network’s PCS works with advisors to build custom portfolios reflective of their investment philosophy, based on the financial objectives of their clients. These portfolio strategies are branded to advisors’ offices and fully integrated with powerful technology platforms.
“CBI is consistently passionate about the care and services it delivers to its clients,” Christopher Mercado, Managing Partner of The Network said. “I’m confident that Bell is the ideal person to take over for Jeff as the team keeps its eyes on expansion for the company—and its clients.”
Mariner Advisor Network (https://www.marineradvisornetwork.com/), is a group of professionals that provide services to financial professionals affiliated with LPL Financial (LPL) or Strategic Wealth Advisors Group (SWAG). Advisors who are affiliated with LPL Financial as an Investment Advisor Representative and a Registered Representative oversee $8.9B of advisory assets and $8.8B of brokerage assets through LPL.
The staff and consultants of Mariner Advisor Network may be Registered Representatives with, and securities are offered through, LPL Financial, Member FINRA/SIPC. Fee-based investment advisory services may be offered through Strategic Wealth Advisors Group (SWAG), a Registered Investment Advisor or LPL Financial, a Registered Investment Advisor. Both SWAG and Mariner Advisor Network are separate entities from LPL Financial.
Dylan Bell, CFS, CES, CFP and Michael D. Allard are registered representatives with, and Securities offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, LLC. a registered investment advisor. Strategic Wealth Advisors Group, LLC. and CalBay Investments are separate entities from LPL Financial.
1 Award selection is based on qualitative and quantitative criteria designed to measure client satisfaction and retention as well as an advisor's business growth and profitability.
2 Barron's “America’s Top 1,200 Financial Advisors: State-by-State” list is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
* As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
Contact Details
Mariner Advisor Network
Jessica Dolby
jessica.dolby@marineradvisornetwork.com
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