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Financial Advisor   

$13MM AUM | $100,000 GDC in Sebastopol, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Sebastopol, CA, US
12 Month Gross Revenue
$100,000
Number of Accounts
225
Avg Client Age
50

Overview

I have been helping investors make more informed investment and financial planning decisions since 1996. I am a CFP and ChFC focusing on Socially Responsible Investing and Financial Planning. I am looking to acquire another Advisory practice.

 
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