Overview

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.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
2 weeks

Business Data

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