Overview

I am a CFP that works for a nationally recognized Financial Planning / Wealth Management firm, with close to 10 years of experience. I specialize in comprehensive financial planning, with a heavy emphasis in estate and tax planning, as well as investment management. I am looking to establish my own firm whereby I would serve a handful of my current clients, as well as purchase a book of business from a retiring advisor.

Throughout my career, honesty and transparency have always been of upmost importance. I am very much so a "people person" who enjoys building long lasting relationships. It is my goal to equip my clients with clarity and confidence in their financial situation, and I would love to bring this type of planning to your clients as well.

I am looking to speak with advisors who are retiring in the next 1-3 years, with a predominantly fee based business. Fee only would be preferable. However, I am open to a fee based / commission mix for the right opportunity.

Market
Advisor/RIA
Last Activity
2 weeks

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