$25MM AUM | $300,000 GDC in Woodland Hills, CA
Member is Interested In:
I am searching for any size practice which has a reasonable mix of fee based and commission based clients. As a CFP professional, CPA and Attorney I feel I can bring great value to you and your clients. I can provide tax advice, legal advice and securities wealth management. I greatly enjoy what I do and am interested in taking on new business. I am very familiar with buy-sell agreements and will provide excellent execution during the vetting process. I look forward to working with future sellers in a collaborative team effort during the transition period. Thank you for your consideration.