Overview

47 year old CFP with capabilities across multiple disciplines. Practice within a large Broker/Dealer. 20 year in the business with 10 years at current firm. Fee based-advisory business is primary source of revenue. I lead with needs based Financial Planning and solve for strategies/solutions from there. Licensed to offer LTC, Life Insurance, and annuity solutions, if client situation warrants. Client centric, spotless U-4, and always putting the client's best interest first. Experience with alternative investment strategies including credit, hedge strategies, and fund of funds.

Looking for an advisor/practice that has clients who would benefit from my professionalism and skill set. Perhaps someone looking to retire in the near future that is looking to merge/sell and transition their clients to a fiduciary that is hard working, professional, organized, and able to communicate all aspects of financial planning to clients in an easy to understand manner.

Market
Advisor/RIA
Last Activity
this week

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