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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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