$1MM AUM | $4,000 GDC in Bellevue, WA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Bellevue, WA, US
Fee 0% Commission 100%
Gross Revenue
$4,000.00
# of Accounts
18
Avg Client Age
31
Overview

I help families and businesses prepare for life's expected and unexpected financial events by creating a holistic financial plan as well as implementing customized financial and investment solutions. I help my clients develop valuable and comprehensive savings strategies that will ultimately allow them to achieve their financial goals.

I hope to be a resource to a Financial Advisor as they transition into another chapter of their life, who is looking for a professional to purchase their book of business and provide the current clientele with exceptional care and service.

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