Overview

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.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Technology Solutions

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Resources
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