Overview

I am a solo practitioner. I am affiliated with Lincoln Financial Advisors and have been in the financial services industry since the late 90's. I am interested in looking to purchase a book of business in the Santa Rosa area. I have a nice compliment of products and services. I do use insurance products with all clients, life, LTD, LTC or annuities. I believe in protection of assets just as much as accumulation. I do managed money through third party vendors and a fair amount with American Funds as well. I would like to explore local options of buying a practice and/or possibly merging with another advisor.

Last Activity
6 months or more

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