I am looking to buy a practice in California. I have been in the industry for 30 years. I am with the Financial Services Network. I custody with LPL and Schwab. I have written 5 books. I have guest lectured at Stanford University multiple times. I have a TEDx talk: https://___ AARP recently hired me a few times to speak to their members. I was an SVP at Merrill Lynch. I have no FINRA complaints. I love this industry and the clients that I serve. If you are looking for a responsible, intelligent and hard working person to sell your business to, I am that person. I treat my clients like family. I am incredibly easy to get along with. I am happily married with 2 kids.
I understand that it is imperative for you to sell your business that you worked so hard for to the right person. I know that you want to have no surprises or a bad fit. I am keenly aware that you want to confidently enter retirement knowing that your replacement will take good care of the clients that you care about so deeply. I am the person that you have been looking for. Make sure that we have a quick call before you decide. I guarantee it will be worth your time!

Member Level
Last Activity
this week
Listing Age
626 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds


Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions


CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred