PR Susan blog

AssuredPartners Investment Advisors Welcomes Susan Sanchez, CPFA, ARPC, AIF®

07/01/2024 Written by: APIA Press Releases

Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce that Susan Sanchez, CPFA, ARPC, AIF®, has joined APIA. Susan is a seasoned financial professional driven by values of expertise, confidence, and value. Susan was part of the Kainos Partners, Inc. team acquired by AssuredPartners in 2021. Susan has been named a Top Women of Excellence by National Association of Plan Advisors (NAPA) as well as NAPA's Top Plan Advisors under 40.

Sanchez states, “By joining AssuredPartners Investment Advisors, I can continue to offer my clients the same excellent service with the added benefit of their national resources. APIA is nimble and collaborative which allows me to dream big and offer the absolute best to my clients."

Justin Callaham, AssuredPartners Investment Advisors President, stated, “We are excited to partner with Susan and her team and continue to grow our presence in the Houston area.”


ABOUT APIA
Based in Tampa, Florida, APIA, an S.E.C. registered investment advisor, is the investment advisory affiliate of AssuredPartners, the 11th largest broker in the United States. Our goal is to bring national resources to local relationships. We are enthusiastic about helping clients to avoid the hype, high fees, and hidden agendas that can undermine investors' results over time. Our national team of dedicated, experienced investment professionals support your local advisor and are passionate about helping advisors achieve their goals. Through listening, problem solving and collaboration, together we find solutions to fulfill your specific needs – now and for the future. It’s what we call Power through Partnership. For questions or more information, email PressRelease@apadvisors.com.

 

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