Apella Capital LLC, a financial advisory and wealth management firm serving individuals, families, and businesses, today announced that Calandra Financial, a registered investment advisor firm headquartered in Atlanta, Georgia, has joined the firm.
“We’re thrilled to welcome Calandra to the Apella family,” commented Apella CEO Joshua Pace. “We see Calandra as a catalyst for growth and an anchor for us in the Southeast. The outstanding team there shares our passion for planning and client service, making them the perfect cultural fit for our growing team. We continue to expand our geographic footprint as a national firm comprised of like-minded advisors.”
“From the start, I have pledged to always do my best and put client interests first, as a true fiduciary,” said Calandra founder and CEO Phil Calandra. “This is why we focus on educating everyone, providing goal-driven financial advice, quality service, transparency, and more. Apella is aligned with our commitment to service, and we are confident that joining forces is absolutely in the best interest of our clients.”