$32MM AUM | $200,000 GDC in Sacramento, AK

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Sacramento, AK, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$32,000,000.00
Gross Revenue
$200,000.00
# of Accounts
300
Avg Client Age
55
Overview

I transitioned from a Credit Union environment in 2008 to independent
I take a full Financial Planning approach to working with people discussing their Estate Planning, Pre and Post Retirement Planning, Tax Effective and Tax Efficient Planning and Goal Planning to name a few of the areas I focus on.
I also focus on multi generational planning.

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