Registered Investment Advisor, Financial Consultant, Santa Clara, United States
Financial Consultant in Santa Clara Seeking Businesses Upto USD 15 million
Premium Plan
-
Name, Phone, EmailAvailable after connect
-
CompanyAvailable 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 SizeBetween 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
-
Local Time11:41 AM (Etc / GMT+8)
-
StatusActive
-
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
-
Location Preference
-
Recent Activity
-
Connected with 10 businesses
-
Received 10+ proposals
-
1 week, 5 days agoReceived a proposal from For Sale: profitable Californian e-shop selling collector clothing at x12 eBay value. Stock worth $240K.
-
Earlier than 15 daysReceived a proposal from Business that has developed an innovative patented fitness workstation that doubles as a cooler.
-
Earlier than 15 daysReceived a proposal from Construction business ready to expand on a 24 to 28 acres with appropriate water rights.
-
-
Preferences
-
Tags
Disclaimer: SMERGERS is a regulated marketplace for connecting business sell sides with investors, buyers, lenders and advisors. Neither SMERGERS represents nor guarantees that the information mentioned above is complete or correct. Note that SMERGERS is not liable for any loss, damage, costs, claims and expenses whatsoever arising from transacting with any other user from the website. The final responsibility of conducting a thorough due diligence and taking the transaction forward lies with the users. Please read best practices on SMERGERS.
Send Business Proposal
- Social
- Register
- Login
Who uses SMERGERS?
... and 114,500+ other businesses of all sizes.
Disclaimer: SMERGERS is a regulated marketplace for connecting business sell sides with
investors, buyers, lenders and advisors. Neither SMERGERS represents nor guarantees that the
information mentioned above is complete or correct.
You might also be interested in these members
