Overview

Mass affluent (250k+) market through High Net Worth ($2-5mm) client segments; Educators, small biz owners and health care market niches. CFP practitioner, in the business since 2006. Hybrid RIA B/D model. Launched our own RIA in April 2017. Already SEC registered. Three successful practice acquisitions since 2011. SF Bay Area's East Bay.

Market
Advisor/RIA
Last Activity
this week

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