Overview

I am a CFP®, Series 7/66 Registered in CA, AZ, NV, CO, & GA, currently, and I have been an independent advisor (currently with Commonwealth Financial) for the past 5 years. Previous to that, I was a wealth manager at Charles Schwab, and I worked with HNW clients and their investable assets. I have been actively growing my practice, and I am ready to purchase a practice at this point in my career.

At Schwab, I was comanaging over $500MM in AUM consisting of 400 households. I believe in the client comes first, and my dedication and passion lies within helping families achieve their financial goals. I am looking to acquire a practice consisting of clients who are highly engaged and personal, built upon a sound financial plan.

If you have any questions please reach out to me.

Thank you,

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within 2 months

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