$20MM AUM | $145,000 GDC in Santa Cruz, CA
Member is Interested In:
I have been in business since April 1971. I started with teachers only with TSAs and then added others. My business is mostly Annuities and mutual funds. This includes 529Plans, Roth IRAs
traditional IRAs and non-qualified accounts
I may be interested in selling in 4 or 5 years. Depending on my health.