I am a financial advisor and I own a full service financial advisory firm in Roseville, CA. I work with individuals and business utilizing a needs based financial wellness program. Every prospect and eventual client goes through our step-by-step wellness process. In addition, I work with several other advisors, as a part of my firm, and have been in the business of purchasing and/or merging other financial firms for over a decade. I'm here with Succession Link to connect with other advisors that want their clients to work with an experienced team so they can be well cared for. As a whole, our goal is to help any advisor/firm that is looking to sell get the most out of the practice they've worked so hard to build.