Overview

I am looking to grow my business through acquisition. I would be an ideal fit for a potential seller because I am very adaptive and would work hard to keep client relationships in tact. I am open to flexible terms on how practice transfers and/or merges. I have over 25 years of financial services experience and love helping people succeed and reach their financial goals. I am a Certified Financial Planner (CFP) and Chartered Retirement Plans Specialist (CRPS).


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...