Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
130 days old
General
Location
Roseville, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
Overview

I am a financial advisor with 15-years of experience, 10 of those years at Genovese Burford & Brothers where I was a partner. I hold the CFA and CFP designations. My specialties are fee-based asset management, 401(k) consulting, inspiring others to live a more confident financial life, and general financial planning. I joined Christian Baldree, J.D., who is a more technical financial planning expert. We work together because we have complimenting skills. Part of my responsibility is to grow the business. I began marketing January of 2020, and I am now trying to find a retiring advisor looking for a team of experts to take over their practice.

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