Overview

I am a seasoned math educator who is relatively new to the financial services industry (1 year) who is looking to buy a small book of business or work as a junior financial planner and be part of a CFP's succession plan. I have passed my 7 and 66, am fluent in Spanish , and am beginning to build my own practice in Northern Colorado.

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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