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Financial Advisor   

$37MM AUM | $580,000 GDC in Santa Monica, CA

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Business Mix:

0% Comm
100% Fee


Santa Monica, CA, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


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

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Has Office Space to Share in Santa Monica, CA

Window office available in current space

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