Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Carlsbad, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$900,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
300
Avg Client Age
60
Overview

After years in the executive compensation and benefits industry, my partner Dr. Arthur Laffer and I became disgusted with how many executives were getting poor advice from financial planners and advisors and how many didn’t have a good understanding of the benefits being offered by their employer. Because of the lack of understanding they didn’t fully appreciate the workplace benefits and they were not fully utilizing them in their financial plans. I, with a group of like-minded colleagues, decided there had to be a better way to provide executives with unbiased financial guidance – designed to creating wealth for them, not their financial advisors. This is why we created My Financial Coach

We are looking to acquire or merge with a RIA firm focused on financial planning. Being a CFP is a must. We have several major companies who will offer this as a benefit program. We are forming strategic alliances with many subject matter expert firms to help the clients in several areas, and to revenue share. We would like to see if your firm may be a fit.

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