Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
467 days old
General
Location
Anaheim, CA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
2
Avg Client Age
50
Overview

I began in the business training under a Barron's T1000 advisor who managed just shy of $1B and had a Master's in Financial Planning. I went to American Funds (Capital Group) and wholesaled mutual funds for the 3rd largest money manager in the world and then transitioned into Alternative Investments (Real Estates, Private Equity, Venture Capital, and Hedge Funds) and led the country wholesaling AI's. I am ready to for my next challenge in building one of the best client experiences a Financial Advisor can produce. I am a CFP and strive to obtain my MS in Financial Planning, CAIA, and CIMA. I am ready to work and do whatever it takes to take this next step in my career. I am looking to connect with someone who's as ambitious as I am and wants their clients to transition to someone who will take care of them and be willing to do whatever it takes to enhance the client experience for as long as he is in the chair.

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