Overview

Currently a CFP with Series 7 and 66 doing holistic financial planning and wealth management for clients, as well as incorporating some insurance planning when necessary. Looking to learn about succession opportunities in the Greater Pittsburgh area as I continue to grow and expand my practice and team.

Last Activity
6 months or more

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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Resources
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