Overview

Wealth management practice focused on serving a limited number of individuals and families with financial planning and investment management. Offices in Valencia, CA, Pasadena, CA and Mercer Island, WA. The team is comprised of two partner-level advisors in their early 40s - both with more than 15 years industry experience. One partner is in CA and one is in WA. In addition, we have four other advisors and three staff providing support. Our team is composed of three advisors who hold the CFP designation.

We are interested in acquiring a practice from a retiring advisor that is focused on making sure that their clients are well taken care of for many years to come.

Market
Advisor/RIA
Last Activity
within 2 months

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