Overview

Certified Financial Planner (CFP®) with 20+ years experience; the last five on the retail side managing 280 households and $300mn AUM while with Charles Schwab. I am looking for a firm either in the East Bay or in San Francisco into which I can buy as part of a succession plan or as part of a growth strategy. I have extensive institutional and retail experience which means I am a plug and play hire and can immediately step in to develop new business, service existing clientele, expand wallet share of current clients, and construct and deliver financial plans.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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