I am a young advisor looking for a way to substantially grow my practice. I have been working under a financial planner for the last year and have decided to branch out and grow my own book of business. I currently work in an office in Grass Valley, CA with my father who is a CFP and has a healthy book of business. We are hoping to take over an existing book from a tenured individual that will be able to make a smooth transition of their client base to our practice.
Our practice focuses mostly on money management and retirement planning. We offer insurance when we see that there is an obvious need for the client to have it.