Overview

I am a CFP with over 10+ years in the industry and a clean compliance record. I am a dually registered advisor practicing holistic wealth management, financial planning, and life insurance.

With the increase in regulations, competition, and fee compression, it's becoming more challenging for advisors to do business today and I want to help assist an advisor with an exit strategy for themselves and their clients so that they can reap the financial reward of a lifetime of work while also knowing that their clients would be in good hands and continue receiving advice from a competent and trustworthy advisor.

My goal is gain scale by connecting with an advisor who wants to sell their practice and exit the business completely within 2-3 years or less and/or consider semi-retiring by doing a partial sell of their practice and continuing to work part-time.

Last Activity
within 6 months

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