OneSeven welcomes Palm Coast Wealth Management

Los Angeles-based financial planner James Selu departs Edelman Financial Engines to form reinvigorated practice in partnership with OneSeven.
PRNewswireApril 4, 20243 min

OneSeven, an RIA specializing in supporting advisors with life-changing opportunities, proudly announces the addition of a prominent Los Angeles County-based practice, bringing $190 million in assets under management to its rapidly expanding RIA platform. James Selu has seamlessly transitioned into the dynamic and client-centric environment of OneSeven after being with Edelman Financial Engines for the past nine years.

As President, CEO, and Financial Planner, Selu has established his independent practice as Palm Coast Wealth Management. The practice will maintain its custodial relationship with Schwab while gaining access to the enhanced support and capabilities offered by OneSeven. This move comes as OneSeven celebrates surpassing $4.3 billion in assets under management and now serving 28 advisory teams nationwide.

“Partnering with OneSeven has given me more freedom to choose financial products and solutions that best support my clients and their goals,” said Selu.

Selu, a CERTIFIED FINANCIAL PLANNER™ with over a decade of experience in the industry since 2008, is renowned for his commitment to educating clients and empowering them to make informed financial decisions. His personalized approach to financial planning has earned him a stellar reputation for providing comprehensive and strategic advice tailored to each client’s unique needs. By joining forces with OneSeven, Selu is poised to further elevate his practice’s growth trajectory and uphold its tradition of excellence in client service, leveraging the advanced tools and capabilities that OneSeven offers.

“We’re thrilled to forge this partnership with James, united by shared values and a joint vision for uplifting the advisory profession to better serve our clients,” stated Todd Resnick, President of OneSeven. “We’re excited to extend a warm welcome to James as he joins our network of advisors. We eagerly anticipate supporting his ongoing success.”

Stay Ahead of the Financial Curve with Our Latest Fintech News Updates!

PRNewswire

newOriginal-white-FinTech1-1

We are one of the world’s leading Fintech-based media publication with our content strategized and synthesized to fit right into the expanding ecosystem of Finance professionals. Be it fintech live news, finance press releases, tech articles from Fintech evangelists or interviews from top leaders from global fintech firms, we give the best slice of knowledge topped up with the aptest trends. Our sole mission is to help tech and finance professionals step up with the rapidly emerging Fintech civilization and gain better insights to emerge victorious in every possible way. We adopt a 360-degree approach in order to cater to present a holistic picture of the fintech arena.

Our Publications



FintecBuzz, 2024 © All Rights Reserved