Overview

I am an OSJ and have successfully acquired and grown 3 practices in the past 5 years. I am looking to grow through acquisition and/or through mergers or continuity partnerships. We have the scale to acquire a practice as is, with or without staff or office space, and I have built a fully operational mobile office to service clients anywhere they reside, and have physical offices in Sacramento and San Jose.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month

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