Overview

I am a CFP that values client relationships and am looking to acquire a like minded practice. I have two unlicensed assistants, and Three office locations: Campbell, CA, West Linn, OR, and San Ramon, CA.
Most importantly, I've been through three successful successions since 2008 and would be happy to share the details of those transitions if you are interested. I hope to have the chance to speak or meet with you as our office has the infrastructure to meet your client's needs.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 6 months
Listing Age
1,086 days old

Business Data

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