Overview

CFP® professional looking to build through acquisitions or succession for retiring advisor. Looking for practices to purchase or for retiring advisor who desires a successor for their clients. Financial planning based approach with an emphasis on budgeting, cash flow, savings and a belief that educated financial decision making is key to success. Our goal is to be a partner with our clients to empower them to make informed financial decisions. Experience in all product lines but the majority of recommendations involve mutual funds, managed accounts, and fee-based planning work.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Member Since
March 10, 2016

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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