Overview

I have been in the Financial Services Industry since 1991. I have been an internal wholesaler and external wholesaler, worked in retail in the US and Canada. I have the CFP®, AIF® designations, and I am an Enrolled Agent, as well. I left a firm to start my firm. I am looking for an opportunity in the Bay Area to purchase 10 to 30 million in assets to get my firm enough in assets to let me build my practice. I had a series &, but I am current set up as an RIA. Would be willing to join a B/D.


Last Activity
6 months or more

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