$200MM AUM | $2MM GDC in La Jolla, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
La Jolla , CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
55
Avg Client Age
48
Overview

For 20+ years I have assisted clients review and address their financial needs as well as develop strategies by focusing on each client's specific situation. With my 20+ years of experience I have dedicated my career to delivering personalized investment planning to each and every client relationship. In working with high net worth individuals, families and business owners I strive to provide integrated wealth management solutions as well as objective advice, top level customer service and unwavering concern for the well-being of my clients. These are the core principals of my service model.

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