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Financial Advisor   

$80MM AUM | $1.5MM GDC in Diamond Bar, CA

Member Level
Basic
Last Activity
today

Business Mix:

100% Comm
0% Fee

General

Location
Diamond Bar, CA, US
12 Month Gross Revenue
$1,500,000
Number of Accounts
800
Avg Client Age
50

Overview

I have been in the financial services industry for over 40 years, and have built a repertoire of clients ranging from large business owners, to individual investors. I specialize in retirement strategies, business planning, and life insurance. My intent is to grow my business by acquiring other successful firms with a clientele that fits my wheelhouse.

 
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