Overview

I'm a 30 year old CFP who has been in the business for almost 8 years (7/16). I am part of a team of advisors (Accumulus Planning Group) including 2 other advisors which includes another CFP and a combined 28 years of experience. The following figures reflect our team book of business. Our primary focus with our clients is comprehensive financial planning as a bundled service with managed accounts as well as a separate offering. We are looking for opportunities to expand our reach, grow our business and help more people.

Last Activity
within 3 months

Business Data

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Clearing Firm / Custodian

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