Overview

I'm looking to acquire practices or partner with an advisor looking to begin a succession plan. I started my career working for one of the largest RIA's and after gaining experience in a multitude of areas, went independent in 2019. I'm in a fantastic position to acquire or partner because I've built my business to scale and be able to focus on priority #1, clients.

At this time, I'm focusing on opportunities within Orange County.

Last Activity
today

Business Data

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