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.