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SFA Partners

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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 pr... Read more

Industries

Insurance, Investment Management

Headquarters

Employees

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President & CEO

Clive Slovin

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Stephanie Schiele

Vice President, Marketing

Director Of Human Resources & Adminstration

Arthur Goldsmith

Senior Vice President

Sr. Vice President

Regulatory Compliance Analyst

Due Diligence Product Coordinator

Vp, Due Diligence

Veronica Harrell

AVP Compliance

Kyle Vermillion

Accounting Manager

Senior Accountant

Elizabeth White

Operations Manager

Evert Hernandez

System Administrator

Teams

Operations and Compliance

6 members

Leadership Team

6 members

Finance & Accounting

4 members

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