Overview

I am a Certified Financial Planner, Chartered Market Technician and a Certified Private Wealth Advisor. I am interested in exploring the purchase of a practice, or merger/succession plan. I am open to exploring a wide variety of options and possibilities, but am most interested in a practice that is at least partially fee based or a fee-only practice. I am a firm believer in the Financial Planning process, and utilizing Estate Planning techniques to ensure that clients’ complete needs are met. I would be open to acquiring a commission based practice if the situation was appropriate.

Market
Advisor/RIA
Last Activity
within 6 months

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