Kestra Deepens Advanced Planning Push with New Leadership, Partnership 

Kestra Financial has announced a series of enhancements to its advanced planning offering, aimed at helping affiliated advisors deliver more comprehensive and personalized strategies to clients. The buildout includes the appointment of Christine E. Brown as Head of Advanced Planning and a new strategic partnership with financial planning software provider RightCapital. 

Brown, a licensed attorney in California, brings more than two decades of experience advising ultra‑high‑net‑worth families on complex wealth transfer strategies, trust administration, and estate planning. “Advanced planning is one of the most powerful ways advisors can help clients achieve their long-term goals, and I appreciate Kestra’s deep commitment to equipping its advisors with the tools and expertise they need to succeed,” said Brown. 

The RightCapital partnership is designed to complement Kestra’s human capital investment with a modern planning technology stack. RightCapital’s platform offers capabilities spanning comprehensive retirement planning, sophisticated tax modeling, and insurance needs analysis, giving advisors a more integrated view of client balance sheets and cash flows. 

“We look forward to working closely with Kestra Financial, an organization that shares our commitment to advisor success,” said Shuang Chen, co‑founder and CEO of RightCapital. “Together, we aim to empower advisors with modern, innovative planning tools that meet the evolving needs of their clients.” 

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