Seeking to merge with another established firm and sell book of business in the next 10 years. Would like to find a company in which to merge within the next 2-5 years.
The ideal candidate has at least 10 years of experience with familiarity with comprehensive planning, hiring money managers, writing new financial plans, insurance plans, retirement plans, and estate planning. The ideal candidate is a CFP or has equivalent certification. Seeking candidates with an established presence in California, Washington, or Oregon who is looking to merge with an established practice in Texas.