Overview

Seeking to purchase an investment management practice in Orange County, CA (Newport Beach, Laguna Beach, Irvine) and La Jolla, CA.

I am a CFA®, CFP®, CPA, and RIA with a fee only wealth management practice.

Please contact me if you are seeking to sell your practice, planning to retire, or seeking a continuity plan for your practice.

Last Activity
within 3 months

Business Data

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Clearing Firm / Custodian

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