$37MM AUM | $580,000 GDC in Santa Monica, CA
Member is Interested In:
I'm a young credentialed (CFP & CDFA) advisor and co-branch manager looking to buy a practice, merge a practice, or work alongside an advisor to split the business and transition them out of the day-to-day grind. I have my own book and am looking to grow. I am a Registered Principal and run the branch along with an older partner. Our practice is a mix of individuals/families as well as corporate retirement plans.
Looking for Office Space in Santa Monica, CA
Open to different office space if situation made sense