Join or Login for Access

SL advisors Listing
Financial Advisor

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

Member Level
Premier
Last Activity
this month

Business Mix:

5% Comm
95% Fee

General

Location
Los Angeles, CA, US
12 Month Gross Revenue
$700,000
Number of Accounts
300
Avg Client Age
58

Overview

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.

You must sign up or to discuss details.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging