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Financial Advisor

$35MM AUM | $230,000 GDC in Chico, CA

Member Level
Basic
Last Activity
this month

Business Mix:

50% Comm
50% Fee

General

Location
Chico, CA, US
12 Month Gross Revenue
$230,000
Number of Accounts
200
Avg Client Age
55

Overview

We are a financial planning firm that spends the time with our clients to really know them and to address their varying needs. I am a CFP (Certified Financial Planner) and my partner who's been with me for 10 years is a CAP (Certified Advisor in Philanthropy). In the 20+ years I have been in this industry we have earned many clients who have been with me for 10-15+ years because we do what we say we're going to do and we realize that our clients do not care about how much we know until they first know how much we care. We stick to a small group of understandable, relatively inexpensive investments throughout our client base.

 
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