$30MM AUM | $210,000 GDC in Boise, ID
Member is Interested In:
I am a young advisor with a CFP designation and over 7 years of financial planning experience. With the advent of the DOL's fiduciary rule, I would welcome a discussion with any advisors looking for a continuity or succession plan for their practice. I would be willing to move my practice with the senior advisor so they are not forced to repaper their clients.