Overview

I’m 31 years old, with 8 years of experience in this business with the same company. I’m currently enrolled in my CFP with plans to sit for my board exams in the Spring of 2020. I’m looking for an older Financial Planner that would be interested in selling their book of business to me. I read Michael Kitces and listen to the Perfect RIA podcast. I want to continue to build a local financial planning practice that helps my community life their best life and make their wealth work for them across multiple generations.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
829 days old

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Insurance Business

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