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Financial Advisor   

$60MM AUM | $610,000 GDC in Walnut Creek, CA

Member Level
Basic
Last Activity
within 2 months

Business Mix:

5% Comm
95% Fee

General

Location
Walnut Creek, CA, US
12 Month Gross Revenue
$610,000
Number of Accounts
300
Avg Client Age
60

Overview

We provide financial planning and investment management exclusively for those who are transitioning into retirement or are already retired.

 
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