Overview

I am CFP with a series 7, 66, Life, Health & LTC insurance license who specializes in college planning and retirement planning. I work for a boutique RIA firm and I just bought a large portion of business from another advisor at my firm. He has a 5-10 year succession plan currently with me but we will be working together as an investment team until he retires. I want to continue to grow my practice and I want to utilize any avenue possible. I am interested in meeting and networking with other advisors who are getting closer to retirement.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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