I have been in practice for 35 years and am looking to continue to grow my business.
Primarily mutual funds, annuities, retirement plans and UITs. I am a Certified Financial Planner and Accredited Investment Fiduciary. I have a great support staff of 4 that are licensed and have over 40 years of combined experience. I am looking at expanding to the Central Coast area. I have several clients in the Pismo, Cayucos and Morro Bay area. I would like to open an office or purchase an existing one.