Kristine Kopsiaftis Lampert, Managing Director Fulcrum Partners
PONTE VEDRA BEACH, FL — (AUG 31, 2017)
Founded in 2007, Fulcrum Partners LLC is celebrating its 10-year anniversary, marking a decade of service in executive benefit and nonqualified compensation consulting. As part of the organization’s year-long celebration, the company is paying tribute to each of the managing directors who have helped build and grow Fulcrum Partners, which now has more than $6B of assets under management.
Starting with two offices in Ponte Vedra Beach and Orlando, Florida, today Fulcrum Partners has thirteen coast-to-coast locations, from Washington D.C., to Honolulu, Hawaii. Managing Director Kristine Kopsiaftis Lampert is based in Delray Beach, Florida, however her clientele is national.
Like each of the managing directors at Fulcrum Partners, Kristine brings a unique skillset and focus to serving her clients. Her expertise includes the creative design of executive benefit plans to help companies attract and retain top talent, retirement planning to provide employees with the stability and peace of mind that comes with a secure retirement and advanced life insurance strategies for corporate and high net-worth purposes.
“A well-crafted executive benefit plan helps companies attract, retain and reward key talent,” explained Kristine. “But I add the word ‘retire’ to that list. My greatest satisfaction comes in knowing that the plans I have assisted companies in designing, including nonqualified deferred compensation plans, have allowed employees to retire confidently, secure in the knowledge that they will continue to enjoy their standard of living.
Kristine is an Accredited Investment Fiduciary (AIF) and holds Series 6, 63 and 65 registrations. She earned her Master of Science in Taxation and her Bachelor of Science in Accountancy from Bentley University. To learn more about the executive benefits and nonqualified deferred compensation services provided by Kristine Kopsiaftis Lampert at Fulcrum Partners Delray Beach, contact 561.274.9205.
Fulcrum Partners LLC:
Fulcrum Partners LLC (www.fulcrumpartnersllc.com) is one of the nation’s largest executive benefits consultancies. Founded in 2007, today the company has offices in Atlanta, Georgia; Chicago, Illinois; Charleston, South Carolina; Columbus, Ohio; Delray Beach, Orlando and Ponte Vedra Beach, Florida; Honolulu, Hawaii; Houston, Texas; Los Angeles and Newport Beach, California; Portland, Oregon; and Washington D.C. Find out more about the Fulcrum Partners executive benefits advisory team at www.fulcrumpartnersllc.com/team/.
Securities offered through Registered Representatives of Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431, 1-800-765-5201. Investment Advisory Services offered through Valmark Advisers, Inc., which is a SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.