Overview

I am a sole practitioner with 1 virtual part time staff (bi-lingual), focused on clients life value financial planning , and have niche market with Japanese American including small business owners and Inter-marriage couples. A few are HNW.
I am seeking a buyer or to merge to exit in the next few years. I have gained such trusts from my clients, and would like to see some practice/practitioner who I can tell my clients to rest assured based on similar practice approach.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
521 days old

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