$80MM AUM | $700,000 GDC in Los Angeles, CA
Member is Interested In:
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.