Overview

I worked as a trader for Goldman Sachs and Morgan Stanley for 8 years prior to purchasing a wealth management practice in Southern California. I currently run a fee-only practice and maintain a fiduciary standard with all of my clients. I've already passed the CFP exam and will be officially certified at the end of 2019.

I am looking to purchase other practices and am willing to pay up to 3x revenue depending on the size and quality of the business.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
933 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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