Personal Information
Organization / Workplace
Greater Los Angeles Area United States
Occupation
Partner at Betterment Institutional
Industry
Finance / Banking / Insurance
Website
www.AdvicePeriod.com
About
Entrepreneur in wealth management services industry. Built and sold RIAs and TAMPs. Now doing it again. Founder with a primary focus towards serving the ultra-affluent through effective estate and investment planning. Champion for technological advances in the wealth advisory industry while working towards improving transparency and supporting the fiduciary standard(+).
Author of Get Wise to Your Advisor
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Specialties: investment planning, estate planning, leadership, entr
Tags
fiduciary
technology
investment
mass affluent
advisor
cefex
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