Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Tempe, AZ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$166,000,000.00
Gross Revenue
$750,000.00
# of Accounts
2,000
Avg Client Age
58
Overview

I am the managing partner of a client centered and process focused financial planning firm located in Tempe, Arizona. My goal is to acquire a financial advisory practice with 100 – 200 households focused on financial planning. At age 48, I have enjoyed 20 years of industry experience and anticipate an additional 20 years of providing exemplary client advisory service. Having completed a successful acquisition of a book of business, I understand the process and what it takes to help you with a successful transition of your book of business.

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