$250MM AUM | $750,000 GDC in
East Palo Alto, CA
I have a practice with my 40 year old son I would like to expand. We pride ourselves in helping the whole client with transparent investment products. We are the actual managers of our fee based equity accounts. We are also tax free & taxable bond buyers on a commission basis. Financial planning is a part of our process. I have been in the business for 40 years and want to pass on the business to my son who has worked with me for 10 years.