Overview

I'm a CFP® who holds a series 7, 66 and 215. I'm 45 years old and have served as a financial planner for 11 years. With regards to investment management, I run a fee based practice which includes an Emoney financial plan and my typical client is somebody who just retired. I have two assistants, my office is located in St. Pete, Fl. I am looking to grow my practice by adding a book.

Market
Advisor/RIA
Member Level
Plus
Last Activity
within 2 months

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