Overview

I am a CFP, who has a wide array of clients. My main office is in San Diego but I have a small team of advisors and support staff working in Pittsburgh PA. I always put my client's needs first and approach every individual or business with the same degree of integrity and diligence, no matter their circumstance. I am currently working towards my CFA and am a Level II CFA candidate.

We provide flexible solutions for our clients, including fee-based financial planning, asset management, and a small amount of insurance planning.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Listing Age
1,237 days old

Business Data

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Clearing Firm / Custodian

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