Started career as CPA for Big 5, 7 years in M&A for a large investment management firm identifying, acquiring, and structuring purchases of investment management firms, 5 years in management rotation and then management at a large life insurance company. Started my own RIA and insurance agency in 2012 from scratch. My wife is a tremendous success as a mother and business woman. Two young children. Early retirement date coincides with the youngest's college graduation. Fingers crossed.
Family, Fighting Irish, Reds, Bengals, Fishing, Golf
- Location
-
Cincinnati
- Gender
- Male
- State
- Ohio
- Occupation
- CPA, CFA, One man shop, Efficient tax planning for retirees
- Retirement Year
- 2035