$70MM AUM | $550,000 GDC in Huntington Beach, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Huntington Beach, CA, US
Fee 0% Commission 100%
Gross Revenue
$550,000
# of Accounts
350
Avg Client Age
57
Overview

I run a fee based practice that emphasizes prudent financial planning and wealth management. I have a passion for my field and strong belief that my clients get to attain a solid financial foundation and overall confidence because of the comprehensive advice and relationship I have provided to them.

Extended Profile Information

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