Co-founder and CEO at
AdvisorFinder
Years of Experience
19 years
Number of Clients
190
Average Client Size
$1,900,000
Member Since
2022
I am the CEO of AdvisorFinder
Client description is mostly business owners...
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Finance and Risk Management
Obtained in 2019
PHD Test
Obtained in 2008
Wealth and Investment Management Analyst
2019 - 2020
Disclosure here can be provided.
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.