$62MM AUM | $360,000 GDC in Rancho Santa Fe, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Rancho Santa Fe, CA, US
Fee 0% Commission 100%
Gross Revenue
$360,000
# of Accounts
150
Avg Client Age
55
Overview

I focus on retirement planning and wealth management, portfolio management and working with women

Extended Profile Information

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