Overview

I am a 28 year old CFP slowly growing my dream career on the side as I work full-time outside of the industry. I work primarily virtually with the ability to host face to face meetings at a work space or a rented space. Main focus is financial planning through a fee, but will use my insurance license to provide insurance products if necessary. I hold my 7 and 66 as well. Looking to mainly buy a small fee-based/only practice, but am always open to discuss other ventures.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Member Since
Oct. 20, 2015

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