I am a CFA Charterholder that has been in the investment management and financial planning business since 1997. Over the past several years, I've changed my business focus from primarily investments to comprehensive planning. Last year I passed the CFP exam, and one area of emphasis is estate planning. My partners are a CPA who has been in the tax and estate planning business for 35 years, and another CFA Charterholder who focuses on portfolio management.
Although I have joined their RIA, I need to have my own client base and I am interested in a buying an adviser's book of business as they are transitioning into retirement or simply out of the business.