Overview

I am currently a CFP(R) and portfolio manager for a large firm and am looking to branch out independently through buying a book of business. I have 15 years of experience in financial planning and portfolio management. I am most interested in buying a fee based book and working with the current owner for an easy transition. I am a firm believer in building portfolio's based on clients' risk tolerance and managing them through market ups and downs. I currently have discretionary money management for over $480 million. If you are looking to sell your practice or looking for a succession plan, please contact me.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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