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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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