$130MM AUM | $1.1MM GDC in Visalia, CA
Member is Interested In:
Our Team is an established team willing to acquire a practice whose values and ethics are consistent with our own (focusing on Central and Southern California including southern coast line up to Santa Barbara/Morro Bay). This is an ideal opportunity for single advisors who are looking for a way to successfully transition to retirement and insure the best level of care and service to your clients will continue. We welcome the opportunity to meet and discuss how we might be a good fit. Our practice is predominantly fee-based and/or discretionary based on CFP planning.