$292MM AUM | $2.2MM GDC in
San Carlos, CA
I'm looking to purchase or merge practices in the San Francisco Bay Area. I have over 20 years of experience and I'm in my 40's. This will allow me to effectively care for your clients for the next two decades. I am a CFP professional and have a client base made up of mostly young professionals and Baby Boomers.
I have staffed my team in anticipation of a acquisition including a CFA to assist in portfolio design and management, Paraplanner to assist with building financial plans, insurance specialist for life/LTD/LTC and a licensed associate to help with paperwork and implementation meetings.
I look forward to speaking to individuals and teams that are looking for a glidepath to retirement and leverage my infrastructure so they can focus on just meeting with clients.