Overview

CFP with over 4 years experience just resigned from a local bank and looking for an opportunity fitting my background. My strengths are personal relationship building for existing clients and strong closer for acquiring new accounts. This may be partly due to my uncanny singing voice where people are surprised to hear my Elvis ___ am I;-). I may be open to non-Hawaii location as long as there is a 2-year transition period of being at two locations(Mainland & Hawaii) at once frequently.

Market
Advisor/RIA
Last Activity
within 2 months

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