Overview

I am a CFP professional and I have been a financial planner for over 16 years. I am looking to continue to grow my financial planning practice. I provide comprehensive financial planning and I love working with my clients. The majority of my practice is using advisory based accounts, but I do some commission, direct mutual fund and insurance when appropriate. My goal of posting on this information is to find someone who has a similar relationship with their client that is looking to retire or leave the business in the next 1-3 years. I purchased a practice from another advisor in my firm a few years back, so I am well-versed in the process. I can use my experience to make the next practice purchase run even smoother than the previous. I have happy to provide the contact information of the previous practice owner if you would like to speak with him as well. If you are interested in discussing further, please feel free to contact me. Otherwise, I wish you the best of luck in finding the best fit for you. :)

Market
RIA
Last Activity
within 2 months

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