Profile in Danville, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Danville, CA, US
Profile Type
Join A Practice
Fee 0% Commission 100%
Overview

I am a Chartered Financial Analyst with 11+ years of experience working with high net worth clients to build financial plans and investment portfolios. I plan to complete the CFP exam in 2017 as well.

I am seeking an opportunity to become the successor to an existing RIA firm in the East Bay area of California, working primarily (or exclusively) as a fee-based advisor.

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