Overview

I am concentrating on building my AUM. I am a CFP and every client must complete a financial plan for a fee before they can work with me. I specialize in income planning and estate planning is a big part of my practice. I am looking for someone to partner with who has the necessary licenses to eventually buy my practice In 5-7 years. My goal over the next 5 years is to have $25 million in AUM. I am currently at about 220,000 in GDC

Last Activity
6 months or more

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