Overview

I am interested in exploring opportunities to grow my thriving business through an acquisition. I am a CFP with an MBA in Finance from New York University. Prior to starting my own wealth management practice, I gained extensive corporate finance experience working with hedge funds, banks, equity traders, and top NYC law firms. Ultimately, I felt the best use of my skills and experience would be moving away from helping large institutions and focusing on providing solid financial advice for families and individuals. I am a big proponent of providing fee-only financial planning and portfolio management services to eliminate any potential conflicts of interest. I take pride in providing the full spectrum of financial planning advice, including investment management, asset protection, tax planning, estate planning, education planning and retirement planning. I would be looking to purchase the practice of a similar minded advisor to ensure I can maximize value for my clients and continue to build my practice by focusing on comprehensive financial planning.

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within 3 months

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