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.

Member Level
Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers


Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business


Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred