Overview

I am looking to find a senior advisor who is in the process of succession planning for their current practice. I am interested in someone who is looking for a 5 year buy out to maximize retention of current clientele. I have enough assets to bring on to keep costs low while being able to fully devote my time and attention to your clients to ensure comfort during the transition. I am fully licensed with my CFP and experience from the mass affluent to the ultra high net worth clients.

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within 3 months

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