SAN FRANCISCO – October 31, 2022 – F2 Strategy, a wealthtech management consulting company serving complex wealth advisory firms, today announced the addition of Jessica Brar, CFP®, as its newest Senior Consultant serving on the Consulting Services team. Brar will lend her depth of expertise to the firm to drive success in the areas of digital client experience, technology assessment and implementation. Brar brings a specialization in operations, digital transformation, onboarding, and continuous process improvement to the F2 Strategy team.
Prior to joining F2 Strategy, Brar spent more than ten years at Buckingham Strategic Partners where she was Manager of Operations for Advisor Services. Most recently, she also served as Director of Operations for Clark Asset Management. Brar brings an understanding of RIAs both at the strategic level from supporting firms in the TAMP space as well as a deep hands-on understanding of delivering the ideal client experience within the individual RIA office.
“At F2 Strategy, we understand the importance of a seamless and streamlined digital client experience implicitly,” said Doug Fritz, Co-Founder and Chief Executive Officer at F2 Strategy. “Jessica’s decade of experience in implementing client-centric solutions and evaluating technology will be instrumental as we help our clients continue to strengthen their client experience.”
F2 Strategy’s Consulting Services team of industry insiders brings decades of experience and acumen to implement technology solutions for ambitious, growth-minded firms that want to stay commercially ahead and deliver outstanding client experiences. A wealthtech consulting leader, F2 Strategy provides consulting and outsourced chief technology officer (OCTO) services to firms totaling $1.6T in assets under management. The 23-person staff at F2 Strategy is a group of problem solvers, strategists and doers who believe the right technology has the power to support, elevate, and empower us all to reach the highest levels of fulfillment.
“It’s a privilege to join such an esteemed group of wealthtech experts as we continue to drive innovation in the industry,” Brar said. “I look forward to working with our clients to create digital client experiences that will rival the best in other industries.”
Brar’s new position is on the heels of F2 Strategy launching its innovative Executives in Residence program. These professionals have gained a great amount of experience in their careers and join F2 Strategy as they transition toward a new venture or as they are looking toward their next chapter upon retirement.
For more information about F2 Strategy’s Consulting Services, visit www.f2strategy.com.
About F2 Strategy
F2 Strategy, creator of Outsourced CTO (OCTO), is a wealthtech management consulting firm helping complex RIA, wealth, bank/trust and family office firms improve their technical capabilities to build exceptional client and advisor experiences. Led by former executives of a wide range of top-rated wealth firms and family offices, F2 Strategy combines their results-driven management strategy with industry-leading, proprietary research to create customized high-tech solutions. A diverse, creative, and people-centric company, F2 Strategy believes the right technology has the power to support, elevate, and empower us all to reach the highest level of fulfillment. F2 Strategy was founded in 2016 in San Francisco, currently has 23 employees, and works with firms representing $1.6T in AUM.