Overview

I have worked in financial advising for 6 years now with a background in outside sales and consulting. I am an IAR/ RR with 7/66 and insurance licenses. I have experience with TPMMs such as: SEI, CLS, Assetmark, Pershing, City Bank Rochdale, ect. I have experience with variable, Index, fixed and buffered annuities. I also have utilized Alts, such as RIETs, non traded preferred stock, interval funds, ect, Life Insurance and LTC. The perfect situation would be either a succession or for me to acquire the business. Ideally in the greater Bay Area or Sacramento area. A sale and stay would be ideal for transition.

Thank you.

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