Overview

I am an independent RIA, CFP® and MBA specializing in high net worth clients, comprehensive financial planning with 18 years of experience and am looking to expand book of business. Current book of business consists of clients mainly in California and a few in Illinois.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Member Since
July 6, 2018

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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