Overview

Three years ago, I made a career change from corporate finance to client based financial planning. After 15 years working with banks, hedge funds and law firms, I grew tired of corporate profits and politics and decided to pursue my passion of helping others. I have extensive financial planning, budgeting, and cash management experience across many prestigious firms. Additionally, I have an MBA with honors from NYU and I received the CFP designation in December 2020. I am a fee-only comprehensive financial planning firm, empowering my clients through financial literacy and solid financial plans. I take pride in my fiduciary obligation and helping clients achieve their goals. I encourage you to visit my website for more details about me: ___

I have the capital to purchase a practice outright, however I would prefer an arrangement where I work alongside someone looking to sell their practice down the line. I am comfortable servicing clients and sharing revenue, utilizing earn-outs or considering a continued annuity-like payment after the selling advisor exits the business. I am open to a variety of arrangements, but more importantly excited partner with an experienced advisor and continue helping others live better financial lives.

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
1,082 days old

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