Workplace - 49 Financial

49 CARES

WHAT IS 49 CARES? 49 Cares is an employee resource group that leads the firm in our philanthropic efforts, which includes finding nonprofit partners for service projects and trainings like these stories captured in these videos. the employees shared how the work each of the nonprofits they served with are doing aligns with our mission […]

‘This model can scale’: How a Texas RIA turns college grads into skilled advisors

Travis Penfield believes two advisors are better than one. Such is the philosophy behind the operating model of his retirement planning firm, 49 Financial, which went independent in October of 2019 in Austin, Tex. before joining Thrivent Advisor Network in July of 2020. Each client is paired with a duo of advisors – […]

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Tag: Workplace

49 CARES

‘This model can scale’: How a Texas RIA turns college grads into skilled advisors

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