$65MM AUM | $570 GDC in Walnut Creek, CA

Market
Advisor/RIA
Member Level
Lite
Last Activity
6 months or more
General
Location
Walnut Creek, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$65.00
Gross Revenue
$570.00
# of Accounts
370
Avg Client Age
60
Overview

As a financial advisor since 1996, and since early 2014 in the independent space, I have a growing practice in Walnut Creek and I am looking to acquire an additional practice within a reasonable driving range of my office. My firm provides clients with an excellent experience while helping them to pursue their goals and dreams. We do this primarily through asset management, retirement planning, income allocation while in retirement, wealth transfer strategies, and goals based financial planning. As a CFP­®professional, I am always acting in a fiduciary capacity to my clients and I am an important steward in the lives of my clients serving as the main point person for all matters of financial importance.

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