Overview

I'm 64 and have no successor. We both manage money--stock and bond portfolios--and are financial advisors. I plan to phase out over the next 5 years and need to have a younger advisor to complete that transition. Were are headquartered in San Jose, but have many clients in Kern County and throughout the LA basin, as well as nationwide. As such, a successor should be in California, but not necessarily in the Bay Area.

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