$11MM AUM | $240,000 GDC in Pasadena, CA
Member is Interested In:
I am a fee based advisor with 18 years experience. I started my current practice after about 15 years with 3 major financial services firms. My focus is on financial planning and investment management for a fee. I also provide insurance for my clients and in some years this revenue is significant. I am looking to grow my AUM business through acquisition. A good fit for me would be someone who has AUM fee based business that may or may not have offered insurance in the past. Though insurance has been, in some years, a significant revenue generator, I have a light touch. I have the ChFC designation and I am planning on taking the CFP exam in November of this year. I am open to all conversations for growth and development.