Overview

I am a CFP with 22 years experience looking to acquire another small practice. My focus is to provide financial planning and wealth management for all clients. Larger accounts are managed on a fee basis with a variety of products, Mutual fund portfolios are designed for smaller clients. I also talk to small businesses for pension planning. annuities and insurance products are available if appropriate. In general, I can accomplish any need or goals for a client. My goal for my practice is growth through acquisition.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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