Overview

I have 19 years of industry experience. I am a CFP and looking to grow my Advisory and Financial Planning practice through acquisition. I would prefer a seller that is willing to transition the client base so that the clients feel comfortable with the change. I am open to moving my office location for the right scenario. I am also interested in keeping key support staff given the right scenario. I prefer not to change B/D at this time, but not completely averse if the deal is right.

I am a holistic financial planner and use a goals based approach to planning paired with a unique emotional analysis to go through the financial planning process and use both in house and third party money management.

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more

Business Data

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