Overview

I am a new advisor just beginning my fourth year. I am focused on retirement plans and solutions for business owners as well as retirement planning for employees and families. One goal I have this year is to identify the right practice to purchase in the coming years. I am 39 years old with 17 years of previous business experience and excellent referrals. My wife and I live in the Sacramento area with our 20 month old daughter.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Resources
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