Overview

I run a financial planning practice that is extremely client service focused. I have been in the business for 15 years and am a licensed CFP. Prior to my financial planning career, I was a CPA for 7 years and feel that this training helps me in providing high quality service and financial advice. My practice currently consists of myself, a licensed assistant, and an office professional. I am looking to expand my practice and am actively looking for a suitable practice acquisition match.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...