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Financial Advisor   

$500,000 AUM | $1,500 GDC in Petaluma, CA

Member Level
Basic
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
Petaluma, CA, US
12 Month Gross Revenue
$1,500
Number of Accounts
4
Avg Client Age
55

Overview

CERTIFIED FINANCIAL PLANNER(TM) providing investment management and financial planning on a fee-only basis. Looking to become a successor for another single-person RIA or possibly even merge with another RIA.

 
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