Overview

I'm a CFP providing investment advisory and financial planning services to my clients. I have 15 years experience converting retail clients to fee-based investment management with a high standard for client service. I'm looking to expand my client base via acquisition from an Advisor planning to retire or otherwise transition out of the business. You can be sure your clients will be well-cared for with me.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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Resources
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