My goal is to expand my practice into one that is almost entirely fee-based, with an emphasis on financial planning and warm client relations. My current practice is a hybrid of commission and fee-based, with an emphasis on Sustainable, Responsible and Impact investing. . I'm a Certified Financial Planner ® , and hold an MBA. My practice is in Portland, with clients in three other states.
Looking for Office Space in Portland , OR
I am looking to buy a fee-based practice.