Overview

I am a Certified Financial Planner running a Financial Planning practice with an emphasis on education and Retirement Planning for the past 20 years. I emphasize risk management principles in helping my clients accumulate assets for retirement and in designing long term income plans for retirement. I am primarily a fee based advisor looking to expand and grow my practice through an acquisition.


Last Activity
within 6 months
Listing Updated
Dec. 21, 2023

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