Overview

Looking for purchase opportunity to apply a comprehensive, fee-based financial planning approach as a CFP/CPA with a client first and always philosophy. Very strong financial planning background with broad insurance (life, DI, LTC) and investment (portfolio mgmt, 3rd party mgrs, non-REIT alts, annuities) knowledge/experience

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months

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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Variable Annuities

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Insurance Business

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