Overview

I manage a fee based, wealth management boutique located in Walnut Creek, CA and founded the firm in 2019 leveraging more than two decades of experience as a senior executive with some of the industries leading investment firms. I've spent a career consulting families, financial advisors, and institutions assisting them in navigating the markets and designing client-specific solutions and am now advising families and small business owners.

The firm is growing both organically and also seeking strategic acquisitions or partnerships with like-minded advisors who are nearing retirement and looking for a trusted advisor to take over their book of business. ideally, this firm would be located in either Northern or Southern California.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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