Kestra Financial announced Wednesday that it made “significant investments” in its advanced planning capabilities by appointing Christine E. Brown as Head of Advanced Planning and entering into a partnership with financial planning software provider RightCapital giving Kestra-affiliated advisors access to new planning solutions.
Brown, who previously served as Managing Director of Laurel Trust Company from September 2023 to September 2025, according to her LinkedIn profile, has been charged with leading a team supporting financial advisors and their clients as they “navigate all aspects of wealth management planning,” Kestra said.
Brown, who is a licensed attorney in California, has over two decades of experience advising ultra-high net worth families on wealth transfer strategies, trust administration, and estate planning, according to Kestra.
“Kestra has previously had a Head of Planning; however Christine is bringing a new level of expertise to the position,” John Amore, President of Kestra Financial, told WSR by email.
“Prior to joining Kestra, Christine spent her career at leading global wealth management and investment banking firms as an in-house estate planning expert, where she partnered with advisors and family offices to design tax-efficient, legacy-focused solutions. Most recently, she led the trust administration department at a Reno-based trust company, serving ultra-high-net-worth clients.”
Amore added, “Christine will help expand the Kestra planning team’s focus to help advisors provide even more personalized and comprehensive financial strategies to their clients.”
“I’m excited to join Kestra Financial to lead its advanced planning initiatives,” Brown said in a news release. “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.”
The RightCapital Partnership
“Kestra has not made an investment in RightCapital,” Amore told WSR. “Rather, this is an enterprise relationship … which gives Kestra advisors exclusive benefits like discounted pricing, simplified billing, and dedicated support directly from RightCapital.”
He added, “Kestra advisors gained access to RightCapital through this new partnership at the end of 2025. This is the first time it is being announced.”
So far, said Amore, “early advisor feedback has been positive.”
The RightCapital planning solutions being provided to Kestra-affiliated advisors include tools that the firms said “integrate seamlessly into advisors’ existing technology stacks, enabling them to deliver modern, comprehensive financial plans.”
RightCapital’s planning capabilities include retirement planning, tax planning and insurance needs analysis. Over the past year, it has launched new features to support planning for business owners, client prospecting and expanded tax analysis. Kestra advisors will have access to RightCapital’s onboarding and support.
“Kestra is dedicated to providing advisors with best-in-class resources, and our partnership with RightCapital is a key step in delivering modern, integrated solutions that elevate the advisor-client experience,” Brown said.
Amore told WSR, “Kestra does not comment on specific investment levels or year over year spend. What we can share is that advanced planning remains a strategic priority for the firm. Our investment continues to grow in line with advisor demand and with our commitment to delivering deeper expertise, stronger resources, and an elevated planning experience for the clients our advisors serve.”
“We look forward to working closely with Kestra Financial, an organization that shares our commitment to advisor success,” said Shuang Chen, CEO and Co-Founder of RightCapital, said in the news release.
He added, “Together, we aim to empower advisors with modern, innovative planning tools that meet the evolving needs of their clients.”
Kestra now oversees $142 billion in assets under advisement (AUA) through its subsidiaries, it said.
Jeff Berman, Contributing Editor and Reporter at Wealth Solutions Report, can be reached at jeff.berman@wealthsolutionsreport.com.
