SFA Partners
Alfonso M. has a strong background in regulatory compliance and financial services, currently serving as a Regulatory Compliance Analyst at SFA Partners since July 2023. Prior experience includes a role as a Senior Compliance Analyst at Primerica (November 2022 - July 2023) and a Financial Services Representative at Morgan Stanley (July 2021 - November 2022). Earlier in the career, Alfonso M. worked as an Injury Claim Specialist, Injury Claim Associate, and in Initial Loss Reporting at State Farm® from January 2016 to July 2021. Additionally, Alfonso M. held the position of Office Manager at MDDCI Construction Company from August 2006 to January 2016. Alfonso M. holds a Master's degree in Business Administration and Management from the University of West Georgia (2018-2020) and a Bachelor's degree from Florida Agricultural and Mechanical University (2007-2012).
SFA Partners
SFA Partners provides shared services to a family of companies – The Strategic Financial Alliance (SFA), Strategic Blueprint and SFA Insurance Services – with a shared passion for helping independent advisors succeed. We are a full-service partner, regardless of your business model or affiliation preferences. And we’re here to empower independent financial advisors with the supportive environment, tools and expertise they need, with no cookie-cutter solutions. And, as a member of our SFA Partners advisor community, you’ll never feel alone. Strategic Blueprint, our corporate RIA, serves the independent financial advisor who wants to run a primarily fee- and planning-based business on their terms, but who also wants a frictionless, turnkey service experience. Strategic Blueprint advisors retain their brand, their data and their equity. And for those who want to maintain registration with a broker-dealer for commission-based services, there is an opportunity to affiliate with sister-firm, SFA. Both leverage SFA Partners’ due diligence expertise resulting in a varied and deep platform of investment solutions, including a wide array of alternative investments to help advisors creatively guide their clients in achieving their financial objectives. For more information on Strategic Blueprint, please visit our website https://www.strategicblueprint.net/ or contact us at info@strategicblueprint.net or (678) 954-4000. And for more information The Strategic Financial Alliance (SFA) or SFA Insurance Services, please visit our website https://www.thesfa.net/ or contact us at joinus@thesfa.net or (678) 954-4000.