Overview

Mid 40's CFP(R), EA, and MBA, practicing since 2001.
High skill set in tax preparation and planning.
Worked with a Nobel Laureate in Economics and a CPA firm that prepared thousands of returns and IRS audit prep
Looking to purchase a practice, preferring to assist someone transitioning out of the business (succession).
Phoenix Metro area and possibly as far as Tucson, AZ.
Managed accounts with the ability to serve annuities on the platform

Last Activity
within 6 months

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