Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
840 days old
General
Location
Roseville, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$500,000.00
# of Accounts
300
Avg Client Age
50
Overview

CERTIFIED FINANCIAL PLANNER™
I am interested in buying a practice that is based within 100 miles of Sacramento, CA. I am currently working with another advisor as her successor in the coming years but am prepared to bring on another practice in the interim. We are very focused on the client relationship, keeping things simple and truly operating in the clients best interest at all times. I hope to find like minded advisors looking to put their clients in good hands.

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