Overview

In the past 7 years I have successfully purchased 8 partial practices and 2 full practices. I have a very nice office in Aliso Viejo, CA and have 3 Jr advisors to help me build the practice and two office staff. I currently manage just over $100M and am looking to double that in the next 5 years.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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