$40MM AUM | $300,000 GDC in Campbell, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession
Location
Campbell, CA, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
167
Avg Client Age
55
Overview

My mission statement "Are you picking a product or choosing a partner" is meant to reflect the commitment to my objectives. I am committed to reaching client goals and objectives together. I believe that any financial service, whether limited or comprehensive in scope, involves the matching of an overall plan and action to a specific set of needs, conditions and goals. In this respect, I assist my clients in understanding their needs and organizing their plans by a priority of individual importance. My methodology is to work on a personal basis, supported by professional and service oriented companies; companies whose affiliations make possible a variety of alternatives in the plans needed for a total and in-depth service.

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