LADERA RANCH, Calif., July 28, 2022 (Newswire.com) –
ALKEME, one of the nation’s top retail insurance platforms, announced the acquisition of Lloyd Engleman Retirement Planning, a Riverside, California-based wealth management firm that specializes in private wealth management, 401k and retirement planning.
The acquisition further builds on ALKEME’s existing financial services offering and adds 30 years of experience in mid market and large businesses. Lloyd Engleman Retirement Planning will operate as part of the ALKEME Financial Services team.
“The addition of Lloyd Engleman strategically expands our financial services footprint by adding an incredibly experienced group of financial planners” said Curtis Barton, CEO of ALKEME. “We are excited to have them on board and are looking forward to our expanded offering of industry-leading solutions across the United States.”
“We are delighted to join the ALKEME family and be part of an amazing organization that provides both insurance and financial services,” said Lloyd Engleman, CEO of Lloyd Engleman Retirement Planning. “With ALKEME, we will be able to enhance our client experience while giving us access to additional resources and expertise that will elevate our offering.”
ALKEME helps insurance brokerages realize sustainable growth and success through the creative use of innovation, shared services, consultation, and marketing. Our proven methodology, unmatched expertise, and externally validated results have quickly propelled us into the top-100 privately held insurance agencies in the U.S. Partners across the country rely on ALKEME’s proven platform coupled with experience, resources, and long-term perspective to help them realize sustainable growth and success in a rapidly modernizing insurance world. Based in Ladera Ranch, California, and backed by GCP Capital Partners, ALKEME serves thousands of clients with a wide range of offerings including P&C, Benefits, Surety, Risk and Wealth Management. For more information, please visit alkemeins.com.