$21MM AUM | $180,000 GDC in Seattle, WA
Member is Interested In:
I am a highly motivated CFP® looking to join RIA fee-only practice. I am in my 30s and would make a great successor for the right practice.
As a holistic financial planner, I always keep my clients' best interest in mind. I'm entrepreneurial, flexible, fast-learner, and looking to partner with another planner who truly cares about the well-being of his/her clients.