Overview

Mass affluent (100k+) market through High Net Worth 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 pratice acquistions since 2011. SF Bay Area's East Bay.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

Business Data

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