Overview

I am interested in exploring opportunities to grow my practice through a purchase. I am an independent female CFP with over 10 years of industry experience. I take great pride in the relationships I have with my clients and would love to extend that level of service and dedication to others. My RIA has custodial relationships with TD Ameritrade, Schwab, and Fidelity. The multi-custodial platform should make for a smoother transition for clients involved in a transacation such as this. Looking forward to seeing what's out there in the marketplace.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

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