Financial Advisor Business Plan Template [Updated 2024]

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VIII. Management Team

You can download our Business Plan Template (including a full, customizable financial model) to your computer here.

[Full Name]
[Company Name]’s most valuable asset is the expertise and experience of its founder, [full name]. [First name] has been a certified financial advisor for the past 20 years. He has spent much of his career working at Merrill Lynch’s Wealth Management division. He spent the more recent portion of his career at a smaller firm, Century Asset Management, where his client base doubled and his assets-under management tripled in 8 years. [Name] has acquired a reputation for success and has earned the respect and trust of his clients. Prior to working in the financial services industry, [name] worked for the private equity firm Bruns & Potter Partners, and earned his MBA from UCLA. He began his career as an intern at an integrated consulting and investment banking firm in El Segundo, California.

[Company name] will also employ an experienced assistant to help with various administrative duties around the office. [Assistant’s name] has experience working with C-level executives and has spent significant time as an administrator in the financial services industry.

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