Overview

I am a young advisor with an educated background in personal financial planning. The practice that I run is focused on a holistic view of financial planning and I look to link up with an advisor that is looking to transition out so that we can both help their clients with their financial future.

I will be relocating to California (Inlands Empire) full time in June 2018.

I am looking to help an advisor transition out of the business with ease. I am looking for a business in California (Orange County, San Beranadino Co., or anything relatively close), that the advisor may be looking at 1-3 years left in the business and is allowing me to come into the business to eventually work on a buyout. I would like the advisor to be involved in the process of the transition and to make a healthy transition to myself.

Market
Advisor/RIA
Last Activity
6 months or more

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