People Moves

CliftonLarsonAllen Wealth Advisors Makes Senior Hire In Phoenix

Eliane Chavagnon Deputy Editor - Family Wealth Report August 26, 2013

CliftonLarsonAllen Wealth Advisors Makes Senior Hire In Phoenix

CliftonLarsonAllen
Wealth Advisors
, a wholly-owned subsidiary of CliftonLarsonAllen, has named
George Hostal as a senior wealth advisor in Phoenix, AZ.

Hostal has
nearly 20 years of experience in the financial services industry and
specializes in investments. He began his career at Bank One
Trust Company.

During his
time with Bank One, Hostal helped consolidate the private banking,
trust and investment management businesses - a move designed to better serve the asset
management and estate and planning needs of high net worth clients.

He has
also previously worked as a managing director at JP Morgan in Louisiana, and as
a senior vice president and portfolio manager at First Western Trust in
Arizona.

CliftonLarsonAllen
Wealth Advisors is an SEC-registered investment advisor which offers private
wealth advisory services including wealth management and investment planning;
financial and retirement planning; estate, gift, and income tax planning; and divorce financial planning and business succession planning, among other
services.

The firm’s
wealth advisory practice has around 100 professionals who advise or consult on
$3 billion in total client assets.  

Dominic Zamora, southwest regional managing partner, CLA Wealth Advisors, noted that the firm is experiencing heightened growth in Arizona and throughout the southwest.

 

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