Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Profile Age
770 days old
General
Location
Erie, PA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
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.

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