Overview

I am a Chartered Financial Analyst with 11+ years of experience working with high net worth clients to build financial plans and investment portfolios. I plan to complete the CFP exam in 2017 as well.

I am seeking an opportunity to become the successor to an existing RIA firm in the East Bay area of California, working primarily (or exclusively) as a fee-based advisor.

Last Activity
6 months or more

Business Data

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