Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Profile Age
737 days old
General
Location
San Marcos, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$218,000.00
# of Accounts
42
Avg Client Age
62
Overview

For over 20 years I have been a financial planner and asset allocation specialist. Prior to that a banker. My goal is to provide financial services within our motto of "We care." As many investment products are similar or interrelated we provide superior service of caring with heartfelt compassion and concern of growing investments toward defined goals. Encompassed with investing, is financial planning including estate planning, retirement expenditure plans (retirement budget) and assisting with RMD distribution goals and effectiveness. It has been my provide pleasure to service my clients. We have in-depth relationships whereby I know almost all facets of their lives and we share a unique bond that I have seldom seen in our industry. You can't fake caring. I live it and breathe it. It is genuine. My great desire is to buy another practice to guide, influence, make goals and care for additional clients where they will know they are honored and respected by a sincere financial advisor.

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