Overview

I have a fast growing RIA (fee-only) practice focusing on a few niche markets. Seeking an acquisition or merger with like-minded, forward thinking advisors in other market areas in California outside of San Diego County. Orange County, Los Angeles County, Kern County, and San Francisco Bay area are of primary interest at this time. Would prefer the target or merge firm to be 100% fee-only advisory with one or several CFP and or CFA Professionals on the team.

Last Activity
6 months or more

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