Overview

I am a CFP with 17 years experience, after a difficult 2008-09, I determined that I would rebuild practice using fee-based strategy for investments, and educational platform for marketing. In 2013, I brought on $22million and in 2014 I have brought on $52million so far. At this point, I would like to purchase a Bay Area practice between $5 and 50million. I prefer recurring revenue practices. You have my commitment that we will extend a high level of care for your clients.

Last Activity
6 months or more

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