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Registered Investment Advisor, Financial Consultant, Santa Clara, United States

Financial Consultant in Santa Clara Seeking Businesses Upto USD 15 million

This Member is on a Premium Plan
  • Name, Phone, Email
    Available after connect
  • Company
    Available after connect
  • 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.

  • Transaction Preference
  • Investment Size
    Between 1 million - 15 million USD
  • 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.

  • Overall Rating
    8.6 / 10
    View Details
  • Local Time
    9:43 AM (Etc / GMT+8)
  • Status
    Active
  • Sector Preference
  • Location Preference
  • Recent Activity
  • Preferences
    Industries21%195.7984930905599336.1204957469760269%220.9252443860785391.140406444366999%208.76201283532217126.283756031699079%179.5297220735816149.27228357906089%142.5094178722129152.8072940193386642%90.8604364906462572.43991025637779IndustriesEntertainment Cente…Entertainment CentersAmusement ParksLeisure and Recreat…Leisure and RecreationDigital MarketingEntertainment Techn…Entertainment Technical ServicesOthers
    Locations16%186.507511643374430.0062355934482616%220.8005508924915182.8728660789255810%204.139031155347132.0608172542661410%169.25717625044794152.4417017571980810%129.03338306219433148.677300572827639%93.1776386614374464.89165435336822LocationsUnited StatesAlexandriaFloridaMassachusettsSavannahOthers
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