Overview

My company is a fee-only fiduciary RIA. We provide investment management for individuals, investing primarily in ETFs with loss protections and individual stocks and bonds. In addition, we provide financial planning services. We are looking to expand our client base by acquiring small practices that want their clients to be well cared for by an investment manager who has 24 years of experience and has the Chartered Financial Analyst (CFA) and Certified Divorce Financial Analyst (CDFA) designation.

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...