Overview

I managing client or household accounts over $300,000. I also prepare tax returns for most of those clients as I am a CPA & CFP and have a masters degree in Financial Planning. I am looking to merge my practice with someone younger (I am 60) who would eventually buy me out in about five to seven years. I can also help someone younger build their business.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
1,202 days old

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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