Overview

I run my practice via a seasonal planning model - meeting clients on a quarterly basis with each quarter having it's own theme & subject manner.
25% of my practice GDC is generated from Financial Planning Fees, and I look to acquire a practice in the Walnut Creek Area since this is a place my newly wed wife wishes to live. My practice in San Jose would continue as I would have my para-planner oversee many of the daily tasks.

Last Activity
6 months or more

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