$10MM AUM | $109,000 GDC in St. Louis Park, MN
Member is Interested In:
I'm currently a one-adviser RIA looking to find an adviser talk about succession within the next 10 years. I am a fee-based CFP with 10 years experience in the industry, $10 million AUM (including 8 small 401k plans), and a successful 20-year career in entrepreneurial organizational management. I specialize in ESG (environmental, sustainable, and governance) investments and financial planning/investment management for women. I'm only interested in advisers who are passionate about ESG, are tired of the corporate game, and want to serve clients as they should be treated, not sell to them.