Opportunity for Professional Advisor

        You may currently have 5+ years’ experience as a professional advisor in the financial services industry and currently with another firm, broker dealer or insurance company. If so, I would like to talk with you and find out more about what changes, if any, you are considering in your career. Perhaps you would like to consider associating and ultimately partnering in our firm.  

        You may be a seasoned Advisor and considering selling your practice and retire – or just would like to work alongside another advisor to continue servicing your clients while considering a merger or succession plan in the future.  

        In any of these or similar changes that you may be considering, I am very interested to hear what your ideal professional situation would be for you at this time in your life.


         Please feel free email;  with any questions or set up a time for a call 925-552-0100 or meet for a cup of coffee – You name it.


I look forward to talking with you soon.


Thank you,

Suzanne Krasna