WealthVest Adds Riley Alferd to its Wholesaling Team

WealthVest hires new financial planning professional to distribute retirement solutions in Pacific Northwest

WealthVest, a financial services marketing and wholesaling firm, announced today that Riley Alferd, a well-regarded financial planning professional, has joined their nationwide team as a regional consultant.

In the role, Alferd will wholesale asset accumulation, principal protection and retirement solutions from WealthVest’s carrier partners to financial professionals throughout banks, credit unions and broker-dealers in Oregon, Washington and Alaska. He will be supported by WealthVest’s internal wholesaling, new business and marketing teams.

“I’m really looking forward to connecting with financial professionals in my area to help them grow their business, as well as providing them all of the tools and resources Wealthvest has to offer,” Alferd said.

An independently owned distribution firm, WealthVest’s wholesalers specialize in delivering safe alternative strategies that offer high consumer-value across the risk spectrum. Through Alferd, financial professionals across the Pacific Northwest will now have direct access to industry-leading multi-year guaranteed annuities, fixed index annuities and structured products.

To further assist financial professional in growing their practice, Alferd will also offer WealthVest’s extensive library of thought leadership, research and consumer-facing tools and resources. This includes providing the company’s in-branch referral training and their in-depth guide to safety-first retirement planning – Redefining Retirement: A Safe and Secure Way Down the Mountain, which was developed in partnership with Wade Pfau, PhD, CFA, RICP.

Financial professionals can reach Alferd at ralferd@wealthvest.com or 406.998.6170.