$7MM AUM | $50,000 Rev in
Individual, fee-based RIA based in Katy, Texas but licensed in Texas, Arkansas, and Colorado. I have both Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. My focus is on traditional and early retirement through financial planning services and investment management (mutual funds, ETFS, individual securities). I have been licensed since 1999 but only recently decided to pursue individual financial planning on a full-time basis. Previously, I worked as a 401k plan administrator and corporate finance professional and executive. I am looking to grow in assets under management or join/merge with a bigger practice.