Overview

CFP/CFA professional looking to purchase or merge another practice into our existing business. Focus on financial planning, wealth management, risk management, and tax related investment strategies.

Series: 24, 7, 66
Life, Accident, Health
Property and Causality

Able to design and implement advantaged succession strategies for advisors that want work optional life styles or the ability to retirement immediately. My firm has existing capacity to reduce expenses immediately for the seller and allows for gradual retirement over multiple years.


Last Activity
6 months or more

Business Data

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