Overview

I have been working in this industry for 22 years with the last 12 years as an independent RIA firm. I hold the CFP and CLU designations. I am looking to either buy a similar size firm, or merge with a firm as part of a succession plan for the seller. I am very committed to acting as a fiduciary for my clients and helping them meet their financial goals. I know that clients have worked hard to save their money, and many of them don't have time to recoup it if it's lost in a market crash. Protecting client assets is just as important as growing client assets.


Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...