My Story Update: Mature Solo Practitioner, California - 10/26/18
Mary Ann Buchanan | RIA Match, October 2018
Read the article online >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.
are you still seeking to relocate in Florida?