"We would like to talk with established CFP® practicioners who would like to share office, support, and marketing expenses, but not revenues. Full service Camarillo office. Inquiries will be handled discreetly. For more information, e-mail dms.planners@verizon.net.”
David M. Smith, CFP®
Financial Planner, Lifetime Planning, Inc., a registered investment advisor.
We have space available for a financial planner who would like a full on office but really cannot justify the expense of a reception room, conference room and the concomitant furnishings. Located in Old Town Calabasas, the facility is charming but not right for somebody who would not appreciate a huge Oak Tree and patio in the middle of the facility. You would be sharing space with a CFP who has been in the business for 30 years. Call 818 222 4773 if you are interested.