Overview

We have an Independent Financial Planning firm with seasoned advisers that service individual clients and Defined Contribution plans and are looking to be a continuity partner, succession partner, or to acquire practices for the right match. We are also looking to expand our network of advisors and are proactively helping to merge other individual advisors from the Southern California and Central Coast area.

Market
Advisor/RIA
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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