Overview

My business and our team specialize in comprehensive financial planning and investment management. With a support staff of over 20 individuals our team is uniquely positioned to help clients at high level with both. I am 38 years old, born and raised in the Walnut Creek area, attended De La Salle and St. Mary's college and looking for older advisors who would like to move to an RIA for additional support, payout and succession planning. I look forward to the conversation.

Last Activity
6 months or more

Business Data

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