$17MM AUM | $250,000 GDC in Laguna Niguel, CA

Member Level
Last Activity
6 months or more
Listing Type
Buyer | Merge | Successor
Laguna Niguel, CA, US
Fee 0% Commission 100%
Gross Revenue
# of Accounts
Avg Client Age

I have over 25 years experience in Insurance and Financial Services. I enjoy planning for individuals, families and business owners. I have experience with both fee based planning as well as the use of commission products. I believe in comprehensive planning rather than just managing money. I am hoping to find a situation with an adviser who's preference would be to transition toward retirement over 3-5 years while mentoring his or her successor. I am looking for an "earn out" buy sell with potential for greater return for the owner through increasing revenue while under transition with joint client meetings. I am open to changing broker/dealers should that be a requirement of the owner.

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