Overview

Successful advisor looking to buy practice or become successor.
Are you getting close to retirement? I would love to sit down and talk with you about a succession plan.
I'm interested in either staying put in Redding California or possibly moving to the San Diego area.
So if you have a practice and are trying to figure out what to do with it, please don't hesitate to reach out to me. I am a personable, professional, hardworking financial advisor and I may be the perfect fit for you and your clients

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