$15MM AUM | $150,000 GDC in Mission Viejo, CA
Member is Interested In:
Looking for the right acquisition. I look for clients interesting in goal based investing and financial planning. I have 14 years experience in financial services and have worked on Wall Street and London. I bring a unique background and experience to my clients. If you would like to find a good home for your clients. Please connect with me.
Thanks for the opportunity.