I am the owner of a new startup RIA, seeking to acquire an existing RIA or join as a successor to eventually take over pursuant to 2 year to 10 year succession plan.
I have been client-service focused, practicing Trusts & Estates and Business Law Attorney for over 15 years and have begun to accumulate AUM.
Series 65, Health & Life Insurance Licenses completed.
CFP to be take in March 2017.
Existing Law licenses in NJ, NY, PA and DC.