True Link Financial Advisors, LLC Adds Senior Investment Advisor
True Link Financial Advisors, LLC, a financial technology company, today announced that Beth Misak joined the organization’s growing investment division as Senior Investment Advisor of Fiduciary Services.
“We are proud to welcome Beth to the team and the opportunity this provides to further support fiduciaries and trustees,” said Peter Wall, head of True Link’s fiduciary services. “She brings a wealth of experience and investment advisory expertise to this area.”
Working closely with the dedicated investment team, Misak will provide clients with comprehensive investment advisory services to meet their unique and complex financial goals.
Misak brings more than 15 years of experience in the financial services industry and has served as a California Licensed Professional Fiduciary (CLPF). Prior to joining True Link, she was a Vice President at HearthStone Private Wealth Management, where she provided financial advisory services to professional fiduciaries.
“I’m excited to be a part of the True Link team,” said Misak. “True Link has a proven track record for providing quality financial solutions to people whose needs often go unmet by traditional financial institutions, and I’m looking forward to contributing to the growth of those efforts.”
Misak is an active member of the Professional Fiduciaries of California (PFAC) having served on the conference fundraising committee since 2019, is a member of the Society for Estate and Trust Practitioners (STEP), and is a member of Probate Attorneys of San Diego (PASD).
For more information about True Link Financial Advisors, LLC and its investment management services, please visit www.truelinkfincial.com/professionals.