$200MM AUM | $1.6MM GDC in Oakland, CA
Member is Interested In:
We are looking to acquire an advisor or two and their businesses who would fit into our service model and eventually become partners and successors. Successful candidates will be CFP certificants, have no less than ten years experience in our sector. We have an SEC RIA and are dually licensed with a broker dealer. We do not use illiquid investments, nor recommend VA products. We use mutual funds/ETFs and not individual securities in client portfolios. We provide financial planning and a high level of service to our clients. We are more than investment portfolio managers and enjoy making a difference in the lives of our clients. Business and personality compatibility are vitally important to me as we integrate new team members.
Has Office Space to Share in Oakland, CA
We are located in Montclair Village and have room to expand