The National Association of Plan Advisors (NAPA) announced the 2018 list of Top Retirement Plan Advisors Under 40—also known as “Young Guns” in January.
NAPA launched this list in 2014 to highlight these “Young Guns” because they “are widely seen as the future leaders of the retirement plan advisor industry.”
When asked what drew him to the advisory firm and what keeps him there, Kulick said “Culture was the most important part of the decision for me: the way the organization is structured and aligned, and the collaboration among advisors. We do not compete against each other here,” he says. “In some other organizations, it is very competitive.”
To see the full article and read more on Kulick’s views around how to develop and hold onto younger advisors, click here.
To view the 2018 list of Top Retirement Plan Advisors Under 40, please click here.
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, endowments and foundations, and executives and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $278 billion in client assets from its offices located across the U.S.