BUSINESS PHILOSOPHY

Whenever you face a financial challenge in life, it's wise to seek the professional guidance of a Financial Advisor and to ensure you've considered all the factors that may affect your immediate, short- and long-term financial goals. But to whom can you turn for guidance in these matters? If you're looking for an experienced Financial Advisor to help you find solutions to your financial challenges, I can help. I'll strive to maintain a strong relationship with you through different life stages. Together we’ll review your insurance needs and goals, adjust strategies as needed, and I will provide you with various options to make sure that we are providing the right strategies to your financial challenges.

“I became a financial advisor because I saw the impact of my parent’s lack of retirement planning or having any life insurance. This resulted in having to help them financially and pay for both of their funerals. My goal is to help my clients enjoy retirement and not compound their family’s grief with the high costs of final expenses.”

QUALIFICATION

• 6 Years in Financial Services Industry
• MDRT Member (Million Dollar Round Table)
• Licensed to sell Life & Health Insurance in AZ, CA, CT, FL, IL, MD, MT, NV, NJ, NY, OR, PA, TX

PROFILE

• Resident of California
• Married 25 years with two children.

PRODUCT AND SERVICES

• Life Insurance
• Disability Income Insurance
• Long-Term Care Insurance
• Annuities
• IRAs and Educational IRAs
• Mutual Funds
• Business Continuation Funding
• Executive Compensation Funding
• Key Person Insurance
• Employer Sponsored Qualified Plans (401(k), 403(b), Profit Sharing, Defined Benefit, etc.)

CA Insurance License #0L85530