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Financial Advisor   

$100,000 AUM | $1.1MM GDC in Irvine, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

15% Comm
85% Fee

General

Location
Irvine, CA, US
12 Month Gross Revenue
$1,100,000
Number of Accounts
366
Avg Client Age
57

Overview

I am primarily a fee based investment advisor that incorporates full service financial planning, tax planning strategies, estate and business transition planning for individuals, closely held businesses and high net worth families.

 
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