Overview

I'm looking to tuck in with an existing shop to service and grow my current clients and serve as a wealth advisor to existing firm clients, as needed.

Currently have a financial planning and investment management offering at 1% with 3k minimum fee. My background is JD, LL.M in taxation and I'm a candidate for the March 2020 CFP exam. I've been working as an advisor at various RIAs since 2013.

Offer full cash flow based planning, including income tax projections. Investment offering is mostly passive with heavy use of DFA, Vanguard, and iShares, with active fixed income and liquid Alt funds.

Last Activity
6 months or more

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