$207MM AUM | $1.2MM GDC in
Walnut Creek, CA
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.