Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Westlake Village, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$85,000,000.00
Gross Revenue
$900,000.00
# of Accounts
270
Avg Client Age
55
Overview

We provide comprehensive financial planning including investment, estate, charitable, insurance, college, cash flow and tax planning for our clients in a collaborative (with CPA & Atty) environment. I am a CFP, CLU and am a Certified Specialist in Planned Giving.
We have operated as an independent RIA since inception and also own our own Broker Dealer.
We are looking to grow our practice through acquisition.

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