$45MM AUM | $450,000 GDC in Newport Beach, CA
Member is Interested In:
I have an independent financial planning practice with LPL Financial. I'm 33 with 11 years experience as a financial advisor and I am also a CFP. I primarily utilize either third party asset management/centralized platforms to manage money on behalf of my clients on a fee for service basis. I hope to gain visibility with respect to practices available for sale or merger within my community. I recently completed a successful acquisition and foresee practice acquisition as a future growth strategy for my firm.