Overview

CERTIFIED FINANCIAL PLANNER™ looking to acquire a practice. I have a team as well as support staff to handle the transition and make the move as smooth as possible. Current practice consists of advisory business, mutual funds, insurance, and annuity. I work out of Red Bank, NJ and Lawrenceville, NJ. I currently reside in Yardley, PA.


Last Activity
within 4 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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