$35MM AUM | $200,000 GDC in Mission Viejo, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Mission Viejo, CA, US
Fee 0% Commission 100%
Gross Revenue
$200,000
# of Accounts
200
Avg Client Age
52
Overview

I'm looking to grow my practice and provide comprehensive, strategic, and prudent advice to clientele. I've been practicing Comprehensive Financial Planning and Wealth Management for 9 years. My current practice is fee-based with a focus in financial planning. I've been able to surround myself with an extensive team that includes full time staff as well as two partners who are also CFPs.

Extended Profile Information

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