I am moving to FL starting 2022. My firm just opened a new branch office in Naples, FL.
I am looking to buy a practice. I have my CLTC designation, and Currently studying for CFP come later years will go for my Wealth management designation. I am very passionate about the business and financial planning. My practice's main focus is AUM and financial planning. 100% fee based!!!
Lastly, I work with one of the fast growing independent RIAs in the US, and we are always looking for new talent in SW Florida area.