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Financial Advisor

$18MM AUM | $600,000 GDC in San Rafael, CA

Member Level
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee


San Rafael, CA, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


Our 21 year firm uses a holistic approach to financial management. In addition to providing proven strategies, including LEAP, we also help our clients build a healthy relationship with money. We have assets under management, assets under advice, life and disability insurance. We use socially responsible investments, alternative investments and social good impact investments. Our goal in using the site is to find another fee based firm to acquire, to merge with and to create a succession plan.


Has Office Space to Share in San Rafael, CA

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