$1MM AUM | $60,000 Rev in
San Diego, CA
I am coming up on two years of running my RIA (10 years as an advisor) and starting to see significant growth. I've brought on 2 clients per month over the last five months and anticipate that trend to continue thanks to a steady pipeline.
Being new to the area, my first year and a half were entirely focused on networking and building brand awareness. I have accomplished those objectives and am now focused on increasing growth and scaling my model to serve more households.
For an advisor interested in transitioning their book, you will find me a hard working, and accountable advisor that you can feel confident entrusting with your clients.
My particular area of strength has been working with business owners - ranging from management consulting, to franchise owners, to medical practice owners.
I appreciate the opportunity to speak with you about succession planning.