I am a Certified Financial Planner ™ with a growing full comprehensive financial advising group in Manhattan Beach with over 15 years as a Financial Advisor in both Manhattan Beach and Newport Beach. Our team consists of three financial advisors, an office manager and two client service focused assistants. We specialize in retirement planning ,asset allocation and long-term investment advising using 95% fee-based business and 5% brokerage.
We are looking to acquire or merge with like-minded advisors who want to see their clients go to a good home. We have a detailed, written client service model which can be adapted to fit what your clients are familiar with and how much involvement you'd like to have during the transition or merger.