With a history in banking, Stasia Washington knew how to help people take charge of their financial lives. She also knew that becoming an independent Registered Investment Advisor (RIA) meant she could be free to give advice and do the right thing for her clients, always. She found success by joining an RIA firm, which gave her the freedom to focus solely on building deep client relationships.
Today, Stasia is recognized as one of the “Most Influential Wealth Managers” by the Los Angeles Business Journal, and is giving her best advice to you.
Her story began in retail banking, but her determined mindset and dream to be someone people trust with their financial futures drove her to make the leap to independence. When she joined an Registered Investment Advisory (RIA) firm in West Hollywood, she got the freedom to put her clients first, always. And with support from Schwab Advisor Services, her firm has built an extremely successful practice that spans the country.
“It goes back to relationships. I really missed working with clients. I’m in the business of solving problems, and I missed being a go-to person.” — Stasia Washington, Managing Director & Senior Vice President, First Foundation Advisors
To read more of Stasia’s advice on everything from choosing a custodian to building client relationships, download the case study.
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