Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
688 days old
General
Location
Roseville, CA, US
Profile Type
Buyer | Find Successor
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$500,000.00
# of Accounts
250
Avg Client Age
58
Overview

CFP with tax background (former IRS Enrolled Agent). Practice focused on helping clients turn debt & taxes into savings & investment. As a consequence our clients have been able to save more, have more, and spend more than they otherwise thought possible - opening the door to take less portfolio risk and/or align their investments with personal values. Started out with finance degree serving CalSTRS members and others eligible for 403(b) plans. As own wealth and complexity grew, began working with similarly self-employed. And today, given our tax-focused, holistic planning approach, we are uniquely positioned to serve specific service trade or business (SSTB) owners created under recent the Tax Cut and Jobs Act (TCJA).

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