Overview

My practice is focused on comprehensive financial planning, wealth management and retirement income strategies for families and retirees emphasizing conservative principles. I use fee-based, brokerage and insurance. My goal is to find local Seattle area practices that are interested in finding an experienced, qualified partner for practice management, growth, and succession. I am a buyer of practices and not looking to sell. Open to multiple types of practices: Advisory, Brokerage, insurance and planning.

Last Activity
today

Business Data

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Clearing Firm / Custodian

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Resources
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