Are you seeking a continuity or successor partner for your wealth management business?
Are you looking for someone to run your RIA, B/D or Hybrid firm until you are ready to retire?
Do you want to sell and stay?
Experienced advisor and executive seeking to buy a book of business or a firm in the greather Los Angeles/Orange County area. While my preference is fee-based, I also have my CA insurance license and numerous FINRA licenses to be able to accomodate all lines of business. I am have the following designations: CFP, CLU/ChFC and CIMA.
Let's have a conversation about your vision for the future and your options -