How joining an RIA frees you up to focus on clients

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Today, Stasia Washington is recognized as one of the "Most Influential Wealth Managers" by Los Angeles Business Journal. 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 existing 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 across 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 custodians to building client relationships, download the case study below.

_Disclosures:

_{Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("Schwab"), member}_SIPC._{Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.}

_{This is a sponsored feature developed by Schwab and supported by Financial Planning.}

_{Financial Planning is not affiliated with The Charles Schwab Corporation. Any mention of third-party firms or individuals is not and should not be construed as a recommendation, endorsement, or sponsorship by Schwab.}

_{Financial Planning will share your information with Sponsor, Charles Schwab & Co., Inc. Schwab may use it to contact you and to send you additional insights from Schwab Advisor Services™. Read about privacy at Schwab at (}_{www.schwab.com/privacy}_).

_{TRG (1022-2DFM)}

^Disclosures:
^{Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("Schwab"), member}^SIPC.^{Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.}

^{This is a sponsored feature developed by Schwab and supported by Financial Planning.}

^{Financial Planning is not affiliated with The Charles Schwab Corporation. Any mention of third-party firms or individuals is not and should not be construed as a recommendation, endorsement, or sponsorship by Schwab.}

^{Financial Planning will share your information with Sponsor, Charles Schwab & Co., Inc. Schwab may use it to contact you and to send you additional insights from Schwab Advisor Services™. Read about privacy at Schwab at}^{www.schwab.com/privacy.}

^{TRG (1022-2DFM)}