Overview

I am keen to sell my book of business to an RIA firm who also custodies at Schwab. At present, I have 6.3MM AUM at Schwab, 100% fee-based.

To ensure smooth transition, I am also prepare to work with the buying firm for up to 3 years before retiring. My experience spans over 17 years, with a decade of direct client engagement at a global wealth management firm and 7 years as an independent advisor. I possess certifications as a CFP, Chartered Retirement Planning Counselor, and Master Planner in Advanced Studies, along with a master's degree in Personal Financial Planning from the College for Financial Planning. I am eager to explore how a potential merger could be mutually advantageous.

Last Activity
today
Listing Age
26 days old

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