Retirement Planning Partners Team Overview

Team Philosophy

We believe that objective financial guidance is a fundamental need for everyone.  This belief serves as the foundation that drives us to pursue turning life's aspirations into financial realities for our clients. In order to achieve financial goals investors require two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs. By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, our office maintains a constant commitment to putting service first.

Our Team

Our four managing partners, Kenneth Bertucci, Lenny Labiche, Brock Anderson and Dodi Vicknair, have provided investment guidance to clients for over two decades.  Their hands on approach to financial planning have allowed them to create investment strategies to help investors pursue many of the financial challenges in today's environment.

The partners began their careers many years ago at one of the largest, well known wirehouses, where they successfully built many trusted relationships with their clients. It was this trust at the foundation of their decision to look for a better, more effective way to service their clients. Having conducted a very thorough search of the most effective way to service clients, the managing partners decided the appropriate way to truly serve as a trusted advisor was through an independent broker dealer.

An independent broker dealer offers no proprietary investments, meaning, client's interests are always paramount. Thus began their working relationship with LPL Financial, the nation's leading independent broker dealer*, where they have continued to serve client's needs over the last decade. Each and every day, our firm and our associates are driven by an unwavering commitment to the stewardship of our clients. 

*  _{As reported by Financial Planning Magazine 1996-2016, based on total revenue^.}