Overview

I am a 37-year-old career-changing CFP® professional. I spent 10 years working for the United States Air Force before transitioning to financial services. I recently started my own financial planning practice, but I am interested in exploring the possibility of purchasing a practice or becoming a successor for an established firm. I'm primarily interested in connecting with fee-only practitioners, but I would also consider other fee structures. I live in San Francisco with my wife and daughter but will consider opportunities out of the metro particularly in the North Bay. As a financial planner, I'm passionate about helping clients achieve their financial goals, and view myself as a serious and diligent professional who is looking for an opportunity to connect with other financial planners or advisors interested in succession planning.


Last Activity
within 3 months
Listing Updated
Dec. 21, 2023

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