Press release
LPL Financial Welcomes Zarra Wealth Management
SAN DIEGO, Aug. 19, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Zarra Wealth Management have joined LPL Financial’s
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, Aug. 19, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Zarra Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) platform. They reported serving approximately $270 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Based on Long Island, in Westbury, NY, the team consists of Christopher Zarra, CFP®, CHFC®, CFS®, James Kelly CFP®, APMA™ and Michele Welch, CFP®. They bring 48 years of collective financial industry experience focusing on families, pre-retiree and retiree clients. The team in particular prides itself on achieving the rigorous CFP® designation and providing the utmost in fiduciary guidance to their clients. “We’re often introduced to our clients’ family members because of the high-touch, personalized service we provide,” said Welch. “We all share the same philosophy: we treat our clients like family, anticipate their needs, and prepare them for any financial situation. Acting in their best interest is always our top priority.” Why Zarra Wealth Management Chose LPL In search of greater autonomy while maintaining a client-first focus, the team spent years conducting thorough due diligence before choosing LPL. “This was a thoughtful decision to get away from the franchise model and gain more freedom and independence,” said Zarra. “As three CFP® professionals, it was important for us to align with a firm that offers no proprietary investment products and provides us the flexibility to run our practice in a way that best serves our clients. With LPL, we now have access to a broader range of products, tools, technology, and support to elevate our practice and help clients.” Kelly added, “We don’t believe in a cookie-cutter approach. Every client’s financial plan and investment portfolio is thoughtfully customized to their needs. We are excited to have the flexibility to tailor strategies for our clients without being limited by a corporate agenda.” Scott Posner, Managing Director, Business Development, said, “We welcome the Zarra Wealth Management team to LPL. At LPL, we recognize that advisors are looking for sophisticated capabilities and autonomy to build and grow their ideal practice according to their vision. We look forward to supporting the team for years to come.” Related Advisors, learn ho...