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Financial Advisor   

$3.5MM AUM | $24,000 GDC in Naperville, IL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Naperville, IL, US
12 Month Gross Revenue
$24,000
Number of Accounts
10
Avg Client Age
48

Overview

I'm a semi-retired physician who has been successful by developing my own investing systems, I now teach my investing systems, and for clients who would rather just have me invest for them, I offer investing and financial planning services and coaching.

 
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