Overview

Solo CFP practitioner 30 years registered series 7. I offer financial planning and investment management to help people plan and grow investments and manage income during retirement. I have a part time assistant and we work through Red Tail to complete tasks needed for clients.
Looking for preferably women mid 40's to join my all women's practice and service my women and family clients.
Conservative outlook, do the right thing for the clients, enjoy the business of putting the pieces together when planning for our clients.

Market
Advisor/RIA
Last Activity
within 6 months

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