Overview

I am a 37 year old CFP(R) practitioner. I'm a hybrid advisor, clearing through LPL Financial. My focus is on holistic financial planning and client education. 80% of my client's assets are invested in managed money model portfolios. I also work with multiple annuity providers and insurance providers in multiple lines. I'm looking to acquire a practice in the Northern Virginia area. I also do hourly and annual retainer based consulting agreements. I'm open to retaining your staff and office location. If this sounds like what you're looking for, please contact me.

Last Activity
6 months or more

Business Data

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