Alpha Cubed Investments, a registered investment advisory
company specializing in managing investment portfolios for
high-net-worth individuals, is pleased to announce that
Brian Kofoed, CFP®, has joined the
team as a Regional Director and Senior Vice President.
IRVINE,
Calif., June 28, 2024 /PRNewswire-PRWeb/ -- Alpha
Cubed Investments, a registered investment advisory company
specializing in managing investment portfolios for high-net-worth
individuals, is pleased to announce that Brian Kofoed, CFP®,
has joined Alpha Cubed Investments team as a Regional Director
and Senior Vice President.
Brian Kofoed, CFP®, is a Regional
Director and Senior Vice President for Alpha Cubed Investments and
has worked in the financial services industry since 2007. Brian is
a CERTIFIED FINANCIAL PLANNER™ professional.
Prior to joining Alpha Cubed Investments, Brian spent over 14
years with Fidelity Investments. During his time at Fidelity, he
was fortunate enough to worked with and assist various clients to
better understanding their investments and build sound investment
portfolios in line with their financial goals and dreams. Brian's
passion for investment management stems from his sports background
and desire to help others succeed. He now applies this passion to
assisting clients by simplifying the complexities of the stock
market, making it easier to understand.
Beyond the world of finance, you will find Brian spending time
with his wife, Hanna, and his three kids, Wesley, Sawyer, and
Harper. Brian played defensive football throughout college and
continues his passion for sports by coaching his kids and cheering
them on from the sideline. If not at a sporting event, Brian loves
working out, swimming with his family, and any travel that allows
him to play in the ocean and on beautiful beaches.
"We are excited to have Brian
Kofoed join our team to add to our capability in helping
clients across the country and especially in the Arizona region. With his extensive experience
helping clients navigate sophisticated investment management
concepts, he will be a huge asset to our team at ACI. Brian has
worked on many facets of our industry, and he brings a strong
capability of meeting clients where they are at and helping them
understand complicated investment concepts. We look forward to him
helping our clients work towards reaching their investment
goals."
Todd Walsh, CEO, Chief Technical
Analyst
About Alpha Cubed Investments: Alpha Cubed Investments is a
registered investment adviser serving clients throughout the U.S.
We manage assets for high-net-worth individuals and institutions.
Our objective at Alpha Cubed Investments is to protect investor
capital using our 3-step investment process with the goal of
managing risk and generating long-term investment returns,
including income and capital gains. We offer personalized services
to meet each client's financial goals. Alpha Cubed Investments
offers custom portfolio management across the risk- and and-return
spectrum. For more information, please visit
www.alphacubedinvestments.com.
Services offered through Alpha Cubed Investments, LLC, a
Registered Investment Adviser. This brochure is solely for
informational purposes. Advisory services are only offered to
clients or prospective clients where ACI and its representatives
are properly licensed or exempt from licensure. Past performance is
no guarantee of future returns. Investing involves risk and
possible loss of principal capital. No advice may be rendered by
ACI unless a client service agreement is in place.
Media Contact
Todd Walsh, Alpha Cubed
Investments, 1 800-701-2457, todd@alphacubedinvestments.com
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SOURCE Alpha Cubed Investments