Overview

Hello. There may be a great opportunity for you to help position yourself and your practice, as well as your clients, for many years to come.
I am a hybrid CFP(r) practitioner with over 15 years of experience spanning a wirehouse firm, regional firm, RIA, and as an independent since 2010. I am also a lawyer and offer estate planning and succession services as well as financial planning and asset management.
Like you, I help make a significant positive impact on clients's lives.
In addition, I can potentially complement your career and services and help provide a proper legacy for your stewardship - something your clients are relying on you for.
If you are seeking to create a well-considered transition for your career and clients (immediately or over time) I may be a great fit for you and your loved ones and I'd appreciate hearing from you. Thank you, Joe
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Market
RIA
Member Level
Basic
Last Activity
this week

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