Overview

After 23 years in the Fixed Life (primarily annuities) business, Became an RIA three years ago. Am just beginning to successfully exploit this opportunity. Recently relocated from a very high rent Newport Beach office to lower overhead. Presently in Professional upscale 1000 sq ft office in Laguna Hills. Would be open to a merger or shared office/revenue opportunity to help reduce overhead and push revenue to profit. Am looking to retire in 3 years or so. Mentoring an associate to eventual succession would be an excellent mutual opportunity.

Market
Advisor/RIA
Last Activity
this month

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