Overview

I'm a financial planner with a fee based practice in Las Vegas, clearing through LPL Financial. I've been in practice 16 years and I'm looking to buy additional practices in both Las Vegas and other areas to add more staff and serve more clients. I already travel regularly to CA to see clients and serve many clients in other states remotely. So, while a Vegas based practice is ideal, that is not essential. I believe in a relationship based, rather than a transaction based, service model. I work hard to get to know my clients and to maintain that relationship over the years by providing advice on a wide range of financial issues and not just by managing their investments. I'd like to be your successor, to serve your clients, grow my business and provide you a smooth and profitable exit. Let's start this conversation and see if we are a good fit.

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within 2 months

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