Overview

I am a CFP that works for a nationally recognized Financial Planning / Wealth Management firm, with close to 10 years of experience. I specialize in comprehensive financial planning, with a heavy emphasis in estate and tax planning, as well as investment management. I am looking to establish my own firm whereby I would serve a handful of my current clients, as well as purchase a book of business from a retiring advisor.

Throughout my career, honesty and transparency have always been of upmost importance. I am very much so a "people person" who enjoys building long lasting relationships. It is my goal to equip my clients with clarity and confidence in their financial situation, and I would love to bring this type of planning to your clients as well.

I am looking to speak with advisors who are retiring in the next 1-3 years, with a predominantly fee based business. Fee only would be preferable. However, I am open to a fee based / commission mix for the right opportunity.


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...