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OneAdvisory

Remote,

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Laurel Wealth Planning Logo
Laurel Wealth Planning

Edina, Minnesota

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Radnor Financial Advisors, LLC

Wayne, Pennsylvania

Canandaigua National Bank & Trust Co

Pittsford, New York

Contour Wealth Management, LLC Logo
Contour Wealth Management, LLC

Gilbertsville, Pennsylvania

BGM Wealth Partners

Minneapolis, Minnesota

Steward Guide Wealth Partners Logo
Steward Guide Wealth Partners

St Charles, Illinois

Riverstone Wealth Partners Logo
Riverstone Wealth Partners

Sheboygan, Wisconsin

Northwestern Mutual Wealth Management Company

Durham, North Carolina

Wetherby Asset Management

San Francisco, California

UBS

New York, New York

Confidential

Mount Airy, Maryland

Life Planning Partners, Inc Logo
Life Planning Partners, Inc

Jacksonville, Florida

Fort Pitt Capital Group Logo
Fort Pitt Capital Group

Pittsburgh, Pennsylvania

Ballentine Partners, LLC Logo
Ballentine Partners, LLC

Waltham, Massachusetts

Babb Financial Group Logo
Babb Financial Group

Flagstaff, Arizona

South Carolina Federal Credit Union

Columbia and Florence Markets, South Carolina

MBM Wealth Consultants Logo
MBM Wealth Consultants

Chesterfield, Missouri

Forum Financial Management

Lincolnshire, Illinois

Delta Financial Advisors Inc.

Kensington, Maryland

Springer Nature Logo
Springer Nature

Jersey City, New Jersey

Teacher Retirement System of Texas

Austin, Texas

LGIM America

Chicago, Illinois

Confidential

South Coast, Massachusetts

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Lead Planning Officer
FAMILY OFFICE - LEAD PLANNING OFFICER Potential Merger/Acquisition/Equity Partner/Succession Opportunity*   Organizational Mission: Intergenerational family wealth guidance to educate, empower, and enrich the families we serve.   POSITION SUMMARY:  Lead Planning Officer (LPO) with an established (40 years) San Diego CA boutique family office providing comprehensive family wealth guidance to a limited number of high-net-worth family leaders in all aspects of cash flow, portfolio, and legacy oversight, planning, and implementation.     *Merger, acquisition, equity partner, and successor possibilities dependent upon candidate’s experience, present situation, and goals.     


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