Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Honolulu, HI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$6,000,000.00
Gross Revenue
$60,000.00
# of Accounts
30
Avg Client Age
65
Overview

I've been in financial services for many years - mostly as an insurance only producer. My practice has recently expanded to RIA which I absolutely love! I've aligned myself with a group that provides access to CFP's, CPA's, and a third party RIA money management firm. I've authored a book, adapted the latest technologies to stay with the modern trends such as ROBO advisors and virtual safety deposit boxes, and have stepped up my social media campaign to focus on client retention. I'd like to grow my practice by purchasing a block of business and transition existing clients into a more modern approach. I'm looking for an advisor who wants to make a transition into retirement and desires to leave their clients in good hands.

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