$831MM AUM | $20MM GDC in Fresno, CA
Member is Interested In:
Fully licensed CFP with 12 years of experience a part of a larger firm looking to purchase a practice in CA. Preferably the practice is largely fee based and managed according to passive/structured asset class philosophy although not mandatory. Advisors current practice is a comprehensive planning practice in which the clients are cared for in all areas of the finances. In addition to being knowledgeable in portfolio construction and design, advisor is extremely knowledgeable in areas of life insurance, disability insurance, business planning and estate planning. Advisor prefers a practice that is focused on small business owners and individual clients rather than assets gathered from businesses with large retirement plans. Advisor also prefers a practice that has little exposure to variable annuities.
Many of advisors current clients are in CA however the advisor also has many clients all over the country that have been successfully managed via web meeting and the use of other technology. Advisor is willing to relocate to pretty much anywhere in CA if the situation is right. San Diego, Orange county, the Sierras, and Sacramento are preferred. Pacific Northwest also considered.