Overview

We are two CFP advisors and two staff located in Irvine, California. Our broker dealer is LPL Financial, our focus is financial planning and asset management. We are looking for a good partner to purchase from that has a similar book of business mix, as well as a high regard for client service. We are happy to explore a "sell and stay" strategy if the seller would like to stay on for a couple years during the transition.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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