I am an Enrolled Agent and Certified Tax Planner. I have passed the Series 65 exam at the end of January 2022 and am currently helping doctors, dentists, and some high-net-worth Individuals with tax filing and planning.
I possess the ability to bring on new clients into the advisory business through my current client relationships and advertising in multiple communities in Orange and LA county.
I have had sufficient experience in the financial advisory industry to make being able to run the business a smooth transition according to your transition preferences.
With my recent experience, Currently, I don't have an active book of business, I am interested in working alongside a Financial Advisor firm to join as a successor until it's time for the advisor of interest to transition away from the business.
I encourage and welcome the opportunity to speak with like-minded individuals interested in creating a Succession plan during the year 2022 and beyond.