$60MM AUM | $550,000 GDC in San Rafael, CA
Member is Interested In:
Currently run a independent financial planning in Marin County. Previously worked as a financial planner with Fidelity Investments in Sunnyvale CA with over 10 years experience. Current AUM is $60M. CFP registered and looking to purchase books up to $100M in AUM. I have down payment and financing ready. 35 years of age looking to build and maintain long term client relationships. All of California is my territory that I look to cover as I have clients spread across the state. Dually registered with Securities America Advisors and Arbor Point Advisors with custodian access to Fidelity Investments, Charles Schwab, TD Ameritrade, and Pershing.