Overview

EA, CFP is looking to "sell and stay" with a CFP, CPA, or EA who wants to grow/expand their financial planning/asset management business.

I am an IAR with B/D (hybrid). Recurring revenues comprise 80% of the commissions listed. I’ve grown the business organically, not through the use of active marketing, using the tax return as the basis of the financial planning process.

Only looking to work with an advisor that uses the tax return as a financial planning tool!

My practice is client selective, yet client centric, serving 46 households per DST.

The office is in Temecula, CA. However, most of my high-net-worth clients are located in Orange County, CA. I meet with these clients once a year during the tax preparation meeting. Other quarterly meetings are conducted via telephone. I am not opposed to relocating the office.

Last Activity
within 6 months
Listing Age
1,963 days old

Business Data

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Clearing Firm / Custodian

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