Overview

I work with individuals and retirees to prepare them for retirement through Financial planning and asset managements. I hope to find an opportunity to expand my practice by acquiring a book of business. Building my business organically has worked successfully thus far, but with seven years in the industry I want to turbo charge my growth trajectory.


Last Activity
6 months or more

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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Technology Solutions

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CRM Systems

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Resources
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