Overview

I am a highly motivated CFP® looking to join RIA fee-only practice. I am in my 30s and would make a great successor for the right practice.

As a holistic financial planner, I always keep my clients' best interest in mind. I'm entrepreneurial, flexible, fast-learner, and looking to partner with another planner who truly cares about the well-being of his/her clients.

Last Activity
6 months or more

Business Data

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