Overview

I am a CPA with a strong desire to build a larger and stronger fee-based and fee only financial planning practice and recognize that serving the existing clients of an advisor looking to transition his or her business to the next generation of professionals is a great opportunity to do so. I work hard for my clients and simply want to do more good things for more people for the next 30 years. I'm open to discussions on merging practices, or a buyout of your book over 3-4 years.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months

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