Overview

Greetings, I'm a Certified Financial Planner with a bachelor's degree in financial planning. My team and I are currently on the lookout for opportunities to acquire more practices. The listed revenues represent my portion of the practice, which encompasses fee-only assets under management, fee-based financial planning, and occasional insurance product sales. It's important to note that we operate as a non-captive entity.

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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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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