Overview

I worked as an institutional 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. For the past four years I've been managing a large family office in addition to my existing practice.

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.

Last Activity
within 4 months

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