$55MM AUM | $500,000 GDC in Woodland Hills, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Woodland Hills, CA, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
383
Avg Client Age
58
Overview

My job as a Financial Advisor, CERTIFIED FINANCIAL PLANNER™, Family Wealth Advisor, Chartered Retirement Planning Counselor℠, and Financial Planning Specialist with Morgan Stanley, is to provide customized advice and investment solutions to financially successful individuals, families, business owners and institutions in Los Angeles and across the country. Whether we are helping a young family plan for their children’s college educations, advising an entrepreneur on a life-changing liquidity event or assisting a professional transition to retirement, I am dedicated to helping our clients achieve their financial goals.

My mission is to empower them to be confident in their financial decisions through education and understanding, so they may attain the financial freedom to pursue their passions and enjoy the wealth they’ve created.

I take pride in my ability to put advanced concepts into action and effectively communicate these concepts to our clients. I work diligently to simplify and demystify the investment and planning process by understanding our clients’ goals and values. Most importantly, I enjoy creating long-term and trusting relationships with our clients to help them simplify their lives.

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