Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
San Mateo, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$55,000,000.00
Gross Revenue
$405,000.00
# of Accounts
100
Avg Client Age
53
Overview

Bay Area Financial Advisor with 20 years in the industry that is interested in growing his practice by acquiring the right clients. Part of a larger Private Wealth Advisory Practice ranked by Barron's.

Services include comprehensive life planning, wealth management, insurance services, and stock option strategies.

Many of my clients are successful Tech Executives.

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