Overview

RIA is primary focus of CFP to prepare retirees for secure income through use of institutionally priced mutual funds and/or managed accounts. A secondary concern includes the mitigation of risk to provide for wealth preservation and legacy planning interests of clients. Transitioning from corporate position where I currently lead a team of high touch financial advisors in the Northeast US market. Relocating to St Pete area for the right buy in opportunity and/or succession planning needs of like-minded advisor.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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