Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
597 days old
General
Location
Walnut Creek, CA, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$260,000,000.00
Gross Revenue
$2,100,000.00
# of Accounts
1,100
Avg Client Age
55
Overview

We make financial plans. We give our clients peace of mind. We can sleep well at night knowing our clients trusted us with families generation planning.

We practice what we preach and are passionate about work-life balance for the entire team.

Hoping to connect with other professionals at different stages of their careers and see how we can make this world smaller and more fun!

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