Overview

I am a solo practitioner RIA looking to selectively expand. In addition, I also manage commercial properties for my clients.

I enjoy my conversations with my clients and am not looking to inherit a large book of business.

The goal is to maintain my one man shop so am looking for book of business with fewer households and stronger personal relationships. I am open to and would prefer the seller to stay on to help with the transition and introductions.

Client location is in Los Angeles and Orange County, but as long as the clients are happy, location is not an issue. I often do web presentations instead of office meetings.

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