$4MM AUM | $60,000 GDC in Mission Viejo, CA
Member is Interested In:
Fee-only financial planning and recently added investment management. In the field since the late 1990's, have been solo since 2008 and have recently hired a second advisor to help expand. Primarily looking to join another small practice that is looking for a successor.
Considering going back to broker/dealer for insurance. I specialize in working with families with special needs children and life insurance is a large component.