{"id":1265,"date":"2021-06-20T00:00:00","date_gmt":"2021-06-20T00:00:00","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2021-06-20\/rbc-wealth-managementus-adds-1b-advisor-team-in-san-francisco\/"},"modified":"2023-10-03T12:36:59","modified_gmt":"2023-10-03T16:36:59","slug":"rbc-wealth-managementus-adds-1b-advisor-team-in-san-francisco","status":"publish","type":"rbcwm_newsroom","link":"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2021-06-20\/rbc-wealth-managementus-adds-1b-advisor-team-in-san-francisco","title":{"rendered":"RBC Wealth Management\u2013U.S. adds $1B advisor team in San Francisco"},"content":{"rendered":"<p><em>Team says RBC\u2019s international capabilities, high-touch client-first approach and ease of doing business prompted move to firm that trusted friends say is the \u201cgold standard\u201d in the industry<\/em><\/p> <p>SAN FRANCISCO (June 17, 2021) \u2013 RBC Wealth Management\u2013U.S. today welcomed a team of financial advisors with $1 billion in client assets to its San Francisco office, specializing in goals-based wealth planning for ultra-high-net-worth individuals and families.<\/p> <p>The Seidler Cattich Group joins from Wells Fargo and is composed of:<\/p> <ul class=\"list-links\"> <li>Joseph Seidler, Managing Director \u2013 Financial Advisor, who has 20 years of industry experience<\/li> <li>Gary Cattich, Managing Director \u2013 Financial Advisor, who has 23 years of experience<\/li> <li>Max Lewin, Financial Advisor, who has 4 years of experience<\/li> <li>Kayvan Izadpanah, Financial Advisor, who has 10 years of experience<\/li> <li>Roy Mendoza, Investment Associate, who has 29 years of experience<\/li> <\/ul> <p>\u201cUltra-high-net-worth clients require an entirely different level of service,\u201d Seidler said. \u201cTheir needs are unique, and advisors need the flexibility and authority to serve them based on those unique needs rather than treat them as a homogenous group. RBC Wealth Management offers high-tech, high-touch, immediate support that ultra-high-net-worth clients deserve. It\u2019s something we\u2019ve heard about from peers who have moved here, and we\u2019ve already experienced it ourselves in the recruiting process.\u201d<\/p> <p>Those needs are even more specialized for clients who live or own property abroad, Seidler said. \u201cAs part of RBC, one of the largest financial services companies in the world serving 17 million clients in Canada, the U.S. and 34 other countries, we strive to offer international clients a level of expertise and service that is unparalleled.\u201d<\/p> <p>Seidler says the team spoke to RBC Wealth Management a few years ago when contemplating a move from UBS. \u201cWhile what we heard about RBC sounded good, I honestly doubted whether it could all be true,\u201d he said, \u201cbut as we\u2019ve learned from friends who have moved here in the past year or so, it\u2019s not only true, but even better than advertised. It\u2019s kind of hard not to take a serious look at a place that people you trust say is the new gold standard in the industry. So here we are.\u201d<\/p> <p>\u201cI couldn\u2019t be more proud to welcome this team to RBC Wealth Management,\u201d said Michael Schipper, Northern California complex director. \u201cThis is a team with a stellar reputation for serving clients. The fact that they are joining us because of what they\u2019ve heard about RBC\u2019s reputation and how easy it is to do business here speaks volumes.\u201d<\/p>  <h4 class=\"wp-block-heading has-text-align-left\" >About RBC Wealth Management \u2013 U.S.<\/h4>  <p><strong> <\/strong>In the United States, RBC Wealth Management operates as a division of RBC Capital Markets, LLC. Founded in 1909, RBC Wealth Management is a member of the New York Stock Exchange, the Financial Industry Regulatory Authority, the Securities Investor Protection Corporation, and other major securities exchanges. RBC Wealth Management has $500 billion in total client assets with more than 2,000 financial advisors operating in 180 locations in 42 states.<\/p>  <h4 class=\"wp-block-heading has-text-align-left\" >Media Contact<\/h4>  <p>Hannah Pederson, RBC Wealth Management, 612-371-2365, <a href=\"mailto:hannah.pederson@rbc.com\" class=\"link-email\">hannah.pederson@rbc.com<\/a> <\/p>","protected":false},"excerpt":{"rendered":"<p>Team says RBC\u2019s international capabilities, high-touch client-first approach and ease of doing business prompted move to firm that trusted friends say is the \u201cgold standard\u201d in the industry SAN FRANCISCO (June 17, 2021) \u2013 RBC Wealth Management\u2013U.S. today welcomed a team of financial advisors with $1 billion in client assets to its San Francisco office, [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"","footnotes":""},"rbcwm_solution":[],"rbcwm_newsroom_category":[46],"class_list":["post-1265","rbcwm_newsroom","type-rbcwm_newsroom","status-publish","hentry","rbcwm_newsroom_category-recruiting"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.6) - 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