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
Listing Updated
Dec. 21, 2023

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