Overview

I am a CFP & CLU practicing as a wholistic planner looking to buy a book as part of a succession plan. I have 10 years of experience and a little over 1 year ago I left my partner to open my own firm. The clients that came with me provide income sufficient to support my lifestyle, but I have plenty of extra time to take over a book from an advisor looking to transition into retirement over 1-3 years.

Last Activity
6 months or more

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