Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
854 days old
General
Location
San Ramon, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$350,000.00
# of Accounts
300
Avg Client Age
50
Overview

We have been in the financial services since 1998. We looking to grow my practice by purchasing or merging other practices. I am a CFP and we focused on financial planning, investment management (fee-based) and insurance planning. We have partnered with attorneys for estate planning and EA/CPA for tax planning and provides a holistic approach to wealth management.

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