Overview

I am a young adviser entering his prime and ready to take a practice to the next level. Our team brings superior experience, personality and tech skills needed in today's fiduciary world. I have worked alongside some of the top advisers in California, studied their principles, best practices and failures. Both life and work experiences have given me the ability to run a small financial planning practice with a team of highly experienced people. If you are looking for the best team to help your practice grow while securing your retirement plan. Allow yourself the opportunity to speak with me, someone who understands the value your business holds to you, your family and your clients. The goal is ___ lets transform your practice into a legacy.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

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