$23MM AUM | $280,000 GDC in Williamsville, NY

Member Level
Last Activity
6 months or more
Williamsville, NY, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
# of Accounts
Avg Client Age

29 year old CFP® and planning-focused professional with seven years of experience at current firm. Seeking an opportunity where I can transition a portion of my clients, continue to develop as a professional and have the ability to eventually earn a leadership position.

I have been with a large wirehouse since I started in the industry in 2012, and became a CERTIFIED FINANCIAL PLANNER™ certificant in 2017. I believe it's my duty to always make sure I'm serving my clients in the best way possible in a way that aligns with my values. It's important for me to be in an environment where I can be challenged, fulfilled, and continue to develop into the best planner I can be. I am always interested in connecting with like-minded financial planners doing good work for their clients, and am open to exploring the possibility of joining an established firm if the right opportunity were to present itself.

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