$80MM AUM | $700,000 GDC in Los Angeles, CA

Member Level
Last Activity
within 2 months
Listing Type
Buyer | Merge
Los Angeles, CA, US
Fee 0% Commission 100%
Gross Revenue
# of Accounts
Avg Client Age

I am a Certified Financial Planner (CFP®) and MBA with a wealth management practice that specializes in the areas of fee-based financial planning & investment management. In my practice, I emphasize trust, transparency and education. I create individually-tailored, comprehensive financial plans for most clients and my investment philosophy centers around a broad asset allocation approach which I am happy to discuss in greater detail.

I am hoping the Succession Link website can introduce me to a motivated seller or someone wanting to merge their practice with mine. I acquired a practice a couple years ago and I would like to duplicate that experience.

Though I am based in Los Angeles, I have clients in the Bay Area and other Western States that I visit multiple times per year. As such, I am very open to acquiring practices outside of California.

Thank you.

Has Office Space to Share in Los Angeles, CA

Space available in Downtown LA, Beverly Hills & potentially Pasadena and the Valley.

Contact to discuss details
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