Overview

I am currently in a second career as a CFP(r), I hope to reach out to a business that is looking to sell their practice that is in the 10 to 50 million in AUM. I want to give the seller the confidence that I will take care of the relationships that he/she has built in their client base. I would be blessed to come along side the individual that is selling their practice and make it a smooth and seamless process.

Last Activity
6 months or more

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