Overview

I am a Certified Financial Planner, who is genuinely interested in building relationships with my clients. I work with a Senior Business Office Administrator, and together we have an established process of finding out what is important to clients, and how we can meet their goals. I recently transitioned from a Broker Dealer and now operate as a 100% fee based Registered Investment Advisor.

I am apart of the ~3% of Advisors who are held to the complete fiduciary standard. On top of that, part of my value add to clients is that I can strategically partner with CPAs and Estate Planners in the area, and provide their Tax/Legal work complimentary. All while being fee conscious with their investments. I am looking for the privilege of buying a practice from a Financial Planner/Advisor who is looking for a generous amount of compensation for their succession plan.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...