Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Clearwater, FL, US
Profile Type
Buyer | Continuity | Join A Practice
Fee 0% Commission 100%
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.

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