I am a wealth manager in an independent holistic financial planning firm. I have been working behind the scenes as a senior financial planner and relationship manager for ~9 years, and am beginning to branch out and take on my own clients/build my own book of business. In doing so, I am interested in considering purchasing a book of business.
I am a CFP, and am insurance licensed for life/health/variable products. A link to my linkedin profile is below.