Overview

I am an experienced solo advisor with a small RIA practice in the SF Bay Area with a focus on financial planning. All clients have done a comprehensive financial plan with me. I have a small client group using the monthly subscription model, as well as some AUM. 100% fee-only.

I am looking to explore opportunities where I could merge my firm and plug into a larger team. Since my firm is currently 100% virtual, and all clients are used to working this way, I am open to relocating if the right fit is there.

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