Overview

I help women manage their financial lives and investments, often following a divorce or death of a spouse. I am a fee-only CFP/CDFA and have been on my own for 10 years. I have done little marketing during this time, as I've been content to be small, grow slowly, and take care of my parents/children. I am approaching a time when I can pick up the pace some, and I know I'd prefer to work with others versus alone. I am open to merging/joining with others with a similar philosophy, yet I love the flexibility that I have created and enjoy in my business.

Market
RIA
Member Level
Basic
Last Activity
this week

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Insurance Business

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