$100MM AUM | $950,000 GDC in Boca Raton, FL
Member is Interested In:
I have 16 years of experience. I have the following designations: CFP®, CRPC®, CLTC®, APMA®.
Focus is comprehensive financial planning. 75% plus fee based/managed accounts. Non-fee based practices will still be considered.
Other pertinent experience:
I have merged and acquired a practice. I've been through the agreements etc.
Management experience - I understand on-boarding, transitions, etc.