$154MM AUM | $350,000 GDC in Visalia, CA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Visalia, CA, US
Fee 0% Commission 100%
$350,000
Gross Revenue
600
# of Accounts
65
Avg Client Age
Overview

My business is very focused on Financial Planning. I've been in this business since the beginning of 2009. I recently received my CFP designation. My business is very process and procedure oriented. I have a business consultant that helps me continually growing. I am very excited to be in this business for the next 20-30 years. My business plan is largely around acquisition and assimilation of other practices. I am looking for people that may want to join and walk away, or people that may want to join and change their style of work (i.e. 3 days a week)_

Extended Profile Information

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