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Financial Advisor   

$60MM AUM | $700,000 GDC in Menlo Park, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Menlo Park, CA, US
12 Month Gross Revenue
$700,000
Number of Accounts
40
Avg Client Age
45

Overview

My practice is focused on financial and investment planning in conjunction with tax efficient wealth structuring/estate planning for clients with $5mil+ in liquid investable assets or $10mil+ of private company stock interest. I previously spent 4 years as an investment associate, so I have a very deep understanding of the full investment landscape, but I choose to pair that with tax efficient wealth structuring ideas for clients to full optimize returns for investors. My objective is to have a smaller book with less than 40 clients to make sure everyone is being serviced at the highest possible level. My objective by using this site is to acquire another book of business that is focused on a smaller set of high net worth individuals.

 
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