$30MM AUM | $275,000 GDC in King Of Prussia, PA
Member is Interested In:
I have my CFP and ChFC. My business consists of both individuals and 401k clients. I've been in the financial services industry for over 10 years. I am part of 850 Million AUM hybrid RIA in the Philadelphia area, and serve as Senior Vice President of Wealth Management. My goal with succession link is to help identify a partner looking for a succession candidate or to buy a practice as well as to entertain practice merger opportunities.