Kestra Financial, a wealth management platform, has significantly invested in its advanced planning capabilities by appointing Christine E. Brown as Head of Advanced Planning and forming a strategic partnership with financial planning software provider RightCapital.
Christine E. Brown now leads Kestra Financial’s advanced planning initiatives, overseeing a team dedicated to assisting financial advisors and their clients with comprehensive wealth management strategies. Brown, a licensed attorney in California, brings over two decades of experience in advising ultra-high-net-worth families on complex wealth transfer strategies, trust administration, and estate planning. Her appointment highlights Kestra’s commitment to providing advisors with specialized expertise.
Brown stated, “Advanced planning is one of the most powerful ways advisors can help clients achieve their long-term goals, and I appreciate Kestra’s deep commitment to equipping its advisors with the tools and expertise they need to succeed.”
The investment also includes a new partnership with RightCapital, offering Kestra-affiliated advisors access to a suite of planning solutions. These tools are designed to integrate into existing technology stacks, enabling advisors to deliver modern, comprehensive financial plans. RightCapital’s platform includes retirement planning, tax planning, and insurance needs analysis, and has recently added features for business owner planning, client prospecting, and expanded tax analysis.
Kestra advisors will also receive white-glove onboarding and continuous support from RightCapital, aiming for seamless integration and maximum utility of the platform. Brown added, “Kestra is dedicated to providing advisors with best-in-class resources, and our partnership with RightCapital is a key step in delivering modern, integrated solutions that elevate the advisor-client experience.”
Shuang Chen, co-founder and CEO of RightCapital, commented on the collaboration: “We look forward to working closely with Kestra Financial, an organization that shares our commitment to advisor success. Together, we aim to empower advisors with modern, innovative planning tools that meet the evolving needs of their clients.”
Kestra Financial, headquartered in Austin, Texas, is an independent wealth management platform established in 1997. It is a division of Kestra Holdings, supporting over 1,300 financial professionals and overseeing $142 billion in assets under advisement (AUA) through subsidiaries such as Kestra Private Wealth Services, Kestra Advisory Services, and Kestra Investment Services. RightCapital, founded in 2015, provides financial planning software to thousands of advisors, consistently ranking high in user satisfaction according to The Kitces Report – 2024 Financial Planner Productivity Study.
