Overview

We are an ambitious Father & Son team with a comprehensive, holistic wealth management business. The majority of our clientele are Business Owners and Retirees. The father has been in the industry for 34 years and holds the ChFC, CRPC, CLU & CFBS designations. The CFBS designation stands for Certified Family Business Specialist and was earned when founding the Family Business Program at the Marshall School of Business at USC. The son has been in the industry for 10 years and is a CFA Charter Holder. We will be growing our business together for the next 15 years and then start transitioning to the son. Our goal on this site is to find a suitable practice to acquire where it's a win-win-win for the seller, the acquirer and most importantly the clients. We appreciate your considerations.

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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