Overview

I am a CFP® with 23 years of experience. I have a balanced practice between Wealth management, Financial plan, Retirement plans, Mutual Funds and Risk management. I have decided to transition back into an independent model to focus on building an advisor team that will focus on building and serving clients. I am open to talking to transitioning advisors of all assets who might be retiring or leaving the industry. I am also open to talking to advisors that might be interested in joining our team.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...