Overview

I am a CFP (R) actively seeking to purchase a practice. I work with my clients from a financial planning perspective to grow, protect and transfer their wealth. I am 80% fee based and 20% commission based practice. I have a deep technology background and have automated my operations systems and processes to ensure a consistent level of service to each and everyone of my clients, no matter how small or large they are.

I am looking to grow my practice by purchasing a similar sized practice.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Member Since
Nov. 8, 2016

Business Data

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Clearing Firm / Custodian

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