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Start Your Own Financial Planning Practice
Created 11 years ago in Business / Getting Started
I've been a financial advisor for over 10 years. I left a big brokerage house 5 years into my career and co-founded an independent financial planning firm. A few years later I became the CEO and founder of my own registered investment advisory firm.
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Reviews (4)
Alway's great advice!
Source: Clarity Brearin Land Dec 4, 20151 hour with Jeff = NEXT LEVEL. Great chat!
Source: Clarity Brearin Land Sep 24, 2015I called to learn more about the financial planning industry to get into the industry myself. Jeff was very kind and extremely knowledgeable. He asked questions to understand what my needs were and then advised me on how to achieve my personal goals. He was also funny which is always a plus. I would strongly recommend him to anyone in need of a financial planner because of his insight and strong moral character.
Source: Clarity Eric Choi Sep 1, 2015Jeff Rose superseded my expectations. He was down to earth and insightful. Anyone looking to start a financial services business and or blogging venture should reach out to Jeff. It was great to have some one-on-one time with an industry leader. I benefited greatly from my conversation and look forward to launching my start-up business with Jeff’s sound advice.
Source: Clarity Ronn Yaish Aug 7, 2015