{"id":691243,"date":"2022-10-03T09:05:47","date_gmt":"2022-10-03T13:05:47","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/bodnar-financial-advisors-joins-lpl-financial\/"},"modified":"2022-10-03T09:05:47","modified_gmt":"2022-10-03T13:05:47","slug":"bodnar-financial-advisors-joins-lpl-financial","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/bodnar-financial-advisors-joins-lpl-financial\/","title":{"rendered":"Bodnar Financial Advisors Joins LPL Financial"},"content":{"rendered":"<div class=\"mw_release\">\n<p>CHARLOTTE, N.C., Oct.  03, 2022  (GLOBE NEWSWIRE) &#8212; <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=4bRiLzg6H662kXxzMaSMwcCdJ0JKFoS5yUN2rWNx4d0iNkXTxXbwrB7ClLTDfmsjCYYg41msYLEWDnHjRADKKg==\" rel=\"nofollow noopener\" target=\"_blank\"><u>LPL Financial LLC<\/u><\/a> announced today that <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=ZITlm3g5L_seH7-iXgsAFgRdT1Bdk10XObAG3kJXwd4qdmW-F0_L_1xhDajXQ9RhyXZ8sjiscTfGb5V6WjHLRQifsCiGx23ngm6L3xIl4DQ=\" rel=\"nofollow noopener\" target=\"_blank\">Bodnar Financial Advisors<\/a> has joined LPL Financial\u2019s broker-dealer, RIA and custodial platforms. The team reports serving approximately $300 million in advisory, brokerage and retirement assets*, and joins LPL from Cambridge Investment Research.<\/p>\n<p>Financial advisor John Bodnar, CFP<sup>\u00ae<\/sup>, CIMA<sup>\u00ae<\/sup>, founded Bodnar Financial Advisors in 1988 as a full-service financial firm that helps clients navigate their lives with a sense of financial confidence. Based in Florham Park, N.J., the team has grown to include financial advisor Justin Esposito, office manager Lorraine Figarelli, and client services associates Jane Esnes and Danielle Mazzocchi.<\/p>\n<p>The team\u2019s motto is: life\u2019s too short to worry about money. Bodnar and the team have developed a flexible, friendly and professional style that puts clients at ease as they collaborate together to develop financial strategies for major life events including marriage, kids, death, divorce, layoffs, retirement, downsizing and more. \u201cFinancial planners often see clients in their most vulnerable moments, and it\u2019s nice to know that while I\u2019m looking out for my clients, LPL Financial is looking out for my team and making sure we have the tools and resources to do the best job possible,\u201d Bodnar says.<\/p>\n<p>At the heart of the team\u2019s approach is a deep commitment to fiduciary principles and a desire to foster authentic personal connections with clients and their loved ones. In fact, several families receiving advice from John today are the children and grandkids of his original clients. Bodnar said, \u201cAs we move to LPL Financial, we are taking these timeless values with us: listening, getting to know each individual client, identifying their personal goals, and building custom financial plans and investment strategies that will evolve with changing life circumstances.\u201d<\/p>\n<p>It takes planning, but also client education and behavioral investment counseling. Esposito is a former NCAA Division I championship baseball pitcher and knows firsthand the value of a good coach. He motivates clients to stay on track and to keep working their investment plans despite the panics of the news cycle. He called the move to LPL \u201cthe next step in our firm\u2019s growth and making our team stronger.\u201d<\/p>\n<p>Bodnar added, \u201cLPL is independent, which gives us continued flexibility to create portfolios that focus on our clients\u2019 unique financial needs. They have the size and the tools we need to reach the next step in our growth without sacrificing the freedom in the range of services we provide. LPL Financial is a true innovator in the independent broker-dealer space.\u201d<\/p>\n<p>Scott Posner, LPL Executive Vice President, Business Development, added, \u201cWe welcome Bodnar Financial Advisors to the LPL community and are honored they turned to us to help them build their ideal practice. LPL is a champion in the marketplace for financial advisors and we are centered on empowering advisors so they can do what\u2019s best for their clients. We do this by delivering the integrated tools, services and differentiated experiences, all designed to help advisors expand their value proposition and build stronger connections with clients.\u201d<\/p>\n<p>\n        <strong><br \/>\n          <u>Related<\/u><br \/>\n        <\/strong>\n      <\/p>\n<p>Advisors, find an\u00a0<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=kUAaE6Jj3kFgttvpyOrItFPNoVUQOYQCKlW6yt5dk32UwwhSd5k4IEHOpzuREAjWpRCwQ6sQEZh1BqNS7U4fR8GrY0WEV7rf4qq01l7Ss1c9lGG9ds1loZuQv_IS9LjYjvSO50iEGp0uuxA2DjTKVMGsM53CjV74z11X_hRt2H8w5c2Yue7Y4NNhXjWCJPWeeqojllbj60ZJedRx9-LUfEiyvNXXL9RNiP7LPbtHkAU=\" rel=\"nofollow noopener\" target=\"_blank\"><u>LPL business development representative<\/u><\/a>\u00a0near you.<\/p>\n<p>\n        <strong><br \/>\n          <u>About LPL Financial<\/u><br \/>\n        <\/strong><br \/>\n        <br \/>LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,** supporting nearly 21,000 financial advisors, and approximately 1,100 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.<\/p>\n<p>\n        <em>*Value approximated based on asset and holding details provided to LPL from year-end 2021.<\/em>\n      <\/p>\n<p>\n        <em>**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research &amp; Consulting Annual TPM Report); Fortune 500 Company since June 2021. LPL and its affiliated companies provide financial services only from the United States.<\/em>\n      <\/p>\n<p>Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA\/SIPC. Bodnar Financial Advisors and LPL Financial are separate entities.<\/p>\n<p>Throughout this communication, the terms \u201cfinancial advisors\u201d and \u201cadvisors\u201d are used to refer to registered representatives and\/or investment advisor representatives affiliated with LPL Financial LLC.<\/p>\n<p>We routinely disclose information that may be important to shareholders in the \u201cInvestor Relations\u201d or \u201cPress Releases\u201d section of our website.<\/p>\n<p>Connect with Us!<\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=HxFLGxTwvX0gZXBlENJp0DuGuikmP1pXSeivkSTbUnjb7dWC4Xhxo_-IRKpsLjoT-NB43utulnSBrumGgkVlI6jxv4e9F9NwJeOOSP0jIbg=\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/twitter.com\/lpl<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=HxFLGxTwvX0gZXBlENJp0FBRknCxxZmfefMfqgIWZh_nb-g69KIbve3ol2SKlcdf_RZqc7DPCTDUi7ti_nqW1W2aVM2WSy-gyjWyA2Eku_QJCbzJr0YbWlIhyNg3RLGQvaF5GJtVVP8D_ig9LdFvrkvQUVNA1ZpaucIkqoV8sV4=\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.linkedin.com\/company\/lpl-financial<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=HxFLGxTwvX0gZXBlENJp0BD1kJFJtRaknM8AIOLyX_15pqFOD4jw2P40uFf5kAgbYAFVGBzHLJ7iCU5h5RAYch6rwrJ1L18TU556K7wEyQpZQHd22zZ6nAffwLu30qCc9cuOlmrh1sxw7rvGQhWBRg==\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.facebook.com\/LPLFinancialLLC<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=HxFLGxTwvX0gZXBlENJp0B7Zcy4DICI3k5jmwUBc-WyQwkNewgoJ2epRIb--vjI_ydXJ2Ek6lJsk0Lu4bdLoJ-urjeTDP-e7Px3wIepSdSWlrhW7CFKs9ydvg8VaSgFCt013dAFTD7OB6xMpraTMWQ==\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.youtube.com\/user\/lplfinancialllc<\/a>\n      <\/p>\n<p>\n        <strong><br \/>\n          <u>Media Contact:<\/u><br \/>\n        <\/strong><br \/>\n        <br \/>\n        <u><br \/>\n          <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=7OwDj47n1l8QKvDPa7sVJtyydm5K83ol4Ueh8KY9MtvtWQLTdQsOf4Qd3ZVFANnrwzJjCuJE2rlY0-bzZIZAsyBnz8A5pj-0YRCH3OTg7j0NJW8LbwV6dh-WoET0UBAe\" rel=\"nofollow noopener\" target=\"_blank\">Media.relations@LPLFinancial.com<\/a><br \/>\n        <\/u><br \/>\n        <br \/>(704) 996-1840<\/p>\n<p>Tracking #1-05329682<\/p>\n<p \/>\n      <img decoding=\"async\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODY1NzYyNiM1MTgzNzYzIzIwMTkxNDA=\" \/><br \/>\n      <br \/>\n      <img decoding=\"async\" src=\"https:\/\/ml.globenewswire.com\/media\/Y2M2ODIzYWMtMmVmZS00OTI4LTkwMGEtZWZlZTcwZDE5NjJmLTEwMzA3MTM=\/tiny\/LPL-Financial-Holdings-Inc-.png\" \/>\n    <\/div>\n<div class=\"mw_contactinfo\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>CHARLOTTE, N.C., Oct. 03, 2022 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC announced today that Bodnar Financial Advisors has joined LPL Financial\u2019s broker-dealer, RIA and custodial platforms. The team reports serving approximately $300 million in advisory, brokerage and retirement assets*, and joins LPL from Cambridge Investment Research. Financial advisor John Bodnar, CFP\u00ae, CIMA\u00ae, founded Bodnar Financial Advisors in 1988 as a full-service financial firm that helps clients navigate their lives with a sense of financial confidence. Based in Florham Park, N.J., the team has grown to include financial advisor Justin Esposito, office manager Lorraine Figarelli, and client services associates Jane Esnes and Danielle Mazzocchi. The team\u2019s motto is: life\u2019s too short to worry about money. Bodnar and the team have developed &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/bodnar-financial-advisors-joins-lpl-financial\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Bodnar Financial Advisors Joins LPL Financial&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-691243","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Bodnar Financial Advisors Joins LPL Financial - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/bodnar-financial-advisors-joins-lpl-financial\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Bodnar Financial Advisors Joins LPL Financial - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"CHARLOTTE, N.C., Oct. 03, 2022 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC announced today that Bodnar Financial Advisors has joined LPL Financial\u2019s broker-dealer, RIA and custodial platforms. The team reports serving approximately $300 million in advisory, brokerage and retirement assets*, and joins LPL from Cambridge Investment Research. Financial advisor John Bodnar, CFP\u00ae, CIMA\u00ae, founded Bodnar Financial Advisors in 1988 as a full-service financial firm that helps clients navigate their lives with a sense of financial confidence. Based in Florham Park, N.J., the team has grown to include financial advisor Justin Esposito, office manager Lorraine Figarelli, and client services associates Jane Esnes and Danielle Mazzocchi. The team\u2019s motto is: life\u2019s too short to worry about money. 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Market Newsdesk","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.marketnewsdesk.com\/index.php\/bodnar-financial-advisors-joins-lpl-financial\/","og_locale":"en_US","og_type":"article","og_title":"Bodnar Financial Advisors Joins LPL Financial - Market Newsdesk","og_description":"CHARLOTTE, N.C., Oct. 03, 2022 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC announced today that Bodnar Financial Advisors has joined LPL Financial\u2019s broker-dealer, RIA and custodial platforms. The team reports serving approximately $300 million in advisory, brokerage and retirement assets*, and joins LPL from Cambridge Investment Research. Financial advisor John Bodnar, CFP\u00ae, CIMA\u00ae, founded Bodnar Financial Advisors in 1988 as a full-service financial firm that helps clients navigate their lives with a sense of financial confidence. Based in Florham Park, N.J., the team has grown to include financial advisor Justin Esposito, office manager Lorraine Figarelli, and client services associates Jane Esnes and Danielle Mazzocchi. The team\u2019s motto is: life\u2019s too short to worry about money. 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