Overview

We are a growing financial planning firm located in San Diego, CA but have clients all over the U.S. We have purchased several books and are looking to purchase more businesses. We have financing in place for the right situation. We are looking to buy practices in any location in the U.S.

As an independent wealth manager who provides retirement and estate planning services with a highly efficient practice thru the leverage of technologies and quality support staff. My practice is based on the core values of integrity, trust, and five star service.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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