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CST: 27/05/2020 10:39:58   

AssetMark Honors Financial Advisors with Community Inspiration Award at Annual Gold Forum Event

450 Days ago

In recognition of six financial advisors’ outstanding commitment to local charities, firm donates $60,000 to nonprofits

CONCORD, Calif., March 04, 2019 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of innovative investment and consulting solutions for financial advisors, today announced the six honorees of its sixth annual Community Inspiration Award at the firm’s premier Gold Forum conference in Carlsbad, California. AssetMark is donating $10,000 to the charitable organization supported by each recipient in honor of their sustained contributions and ongoing community support.  

This year’s honored advisors and the designated organizations receiving donations are:

Advisor Firm Name Charitable Organization
Andrew Kern Clelan and Company MJS Achievement Foundation
Kevin Nast NastGroup Financial Life Remodeled
Marissa Nehlsen Freedom Financial Group Foundation Latin America
Tim Redmond Newcastle Financial Advisors Special Olympics, Southern California
Heather Rohrs Masterpiece Financial Services Camp Lightbulb
Warren Stickney Stickney Research Pike Place Market Foundation

“We are excited to be part of an industry that gives so much back through charitable work and contributions,” said Charles Goldman, President and CEO of AssetMark. In recognizing these six advisors we are inspired, and hope to inspire others, to do even more to make a difference in the communities where we live and work.”   

Award recipients were selected by a panel of senior executives at AssetMark, who evaluated nominees based on their ability to inspire, lead and motivate others, in addition to their time and effort dedicated to a local charity. Echoing the firm’s values of “Heart, Excellence, Integrity, and Respect,” the Community Inspiration Award provides one of many opportunities for AssetMark’s associates and advisors to connect with and promote their shared values by submitting nominations for the award. All nominees met a variety of requirements and could not hold an officer position within their associated charities. All nonprofit recipients are qualified 501(c)(3) organizations.

About AssetMark, Inc.
AssetMark, Inc., an investment adviser registered with the Securities and Exchange Commission, is a leading independent provider of innovative investment and consulting solutions serving financial advisors. The firm provides investment, relationship and practice management solutions designed to make a difference in the lives of advisors and their clients. AssetMark, Inc., including its Savos and Aris divisions, has more than $44.8 billion in assets on its platform as of December 31, 2018, and a history of innovation spanning more than 20 years. For more information, visit www.assetmark.com and follow @AssetMark on Twitter.

Sarah Naco, Group Gordon
(212) 784 5728

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