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Financial Advisor   

$20MM AUM | $200,000 GDC in Westlake Village, CA

Member Level
Basic
Last Activity
this month

Business Mix:

50% Comm
50% Fee

General

Location
Westlake Village, CA, US
12 Month Gross Revenue
$200,000
Number of Accounts
100
Avg Client Age
65

Overview

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.

 
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