Registered Investment Advisor, Financial Consultant, Santa Clara, United States
Premium Plan
Financial Consultant in Santa Clara Seeking Businesses Upto USD 15 million
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Name, Phone, EmailAvailable after connect
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CompanyAvailable after connect
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Professional Summary
I worked as a podiatric surgeon before deciding to work full-time as a financial services tax consultant. I have been in the financial industry for over 15 years and am currently the president of a nonprofit professional association society in San Jose, California.
I am an investment advisor representative and the CEO of an investment advisory firm. I am also the managing principle of a retirement strategy firm. I've worked as a director for a church and as an advisor for several California firms.
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Transaction Preference
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Investment SizeBetween 1 million - 15 million USD
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Investment Criteria
Profitable, stable business and large capital Interested in a veterinarian clinic, professional services, healthcare services, farm, ranch or vineyard, probate sale, real estate property and school.
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Overall Rating
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Local Time1:43 AM (Etc / GMT+8)
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StatusActive
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Sector PreferenceCoal, Integrated Oil and Gas, Oil & Gas Exploration and Production, Freight & Logistics, Amusement Parks, Leisure and Recreation, Digital Marketing, Entertainment Technical Services, Apparel Stores, Laser Equipment, Medical Devices, Medical Prosthetics, Electronic Equipment, Energy, Industrial, Finance, Healthcare, Technology, Entertainment Centers, Building, Construction and Maintenance, Food & Beverage, Retail Shops, Education, Logistics, Media, Travel & Leisure, Textiles, Business Services, Sports Coaching
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Location Preference
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Recent Activity
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Connected with 10 businesses
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Received 7 proposals
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Earlier than 15 daysReceived a proposal from For Sale: Platform that automatically writes trading strategies designed by machine learning.
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Earlier than 15 daysReceived a proposal from Plant-based hair care brand with advanced solutions seeks investment for expansion.
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Earlier than 15 daysReceived a proposal from Providing consumers with designer, and high-quality home decor products at affordable prices.
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Preferences
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Tags
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