Overview

I provide panoramic, high-touch wealth advisory for select high-net worth individuals and multi-generational families throughout southern California. About 85% of my practice is fee-based discretionary asset management utilizing primarily ETFs and individual issues, and 15% is traditional brokerage fixed income. I would be open to talking with a seasoned advisor whose practice is similarly aligned and who is looking to retire/exit the business.

Last Activity
6 months or more

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