My Story Update: Mature Solo Practitioner, California - 10/26/18

Summary: Experienced (25+ years) solo, fee-only financial planner/RIA seeking merger/employment closer to Florida to be near family. Looking to eliminate the many hats one wears as a solo business owner and focus on what I enjoy: helping people succeed. I have CFP and other pro designations, tax prep experience, and in-depth knowledge/experience with qualified retirement plans.