Overview

CPA, CFP with 11 years experience, looking to acquire a small RIA or act as a successor for firms/advisors looking to retire and sell their business. I've always practiced as a fee-only fiduciary advisor and am interested in connecting with like-minded practices/advisors who share the same passion as I for delivering exceptional value to the clients they serve.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,208 days old

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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