FP Transitions
Buffy Fletcher has extensive experience in sales support and project management, working in various roles within different companies. Buffy currently holds the position of Business Development and Sales Support Specialist at FP Transitions. Prior to this, Buffy worked as a Project Manager and Corporate Relations - Sales Support Lead at Financial Planning Association. Buffy has demonstrated skills in project coordination, communication, and sales support throughout their career. Buffy holds a Bachelor of Arts degree in Psychology from the University of Nebraska at Omaha.
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FP Transitions
FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors. With a full-service, concierge approach to supporting advisors during key points in their life cycle, we offer comprehensive, coordinated, and customized solutions to achieve long-term, sustainable business growth. We've served over 20,000 advisors in our 20+ years of experience in the wealth management space. Our core services include mergers & acquisitions, enterprise development, transaction support, synthetic equity, succession planning, business valuation, compensation structuring, growth strategies, and the Equity Management Solutions™ membership program designed to help advisors value, protect, and grow their businesses. Our team of 60+ includes a full service legal department, credentialed financial analysts and modelers, certified valuation specialists, and seasoned business consultants. FP Transitions' experts play a pivotal role in providing innovative and strategic business solutions to financial professionals seeking to build multi-generational firms with enduring business value.