With over 30 years of experience in the Financial Services industry as both an advisor and manager I bring a unique expertise in setting up employee benefit programs plans for small business owners. As a graduate of the Holistic Financial Coaching Program I received from Colombia University I specialize in with all types of financial planning strategies.
It has always been my mission to empower my clients to make informed decisions about their financial future and to helping them meeting their specific goal(s). To accomplish this, I have applied my professional knowledge and experience servicing the needs of clients, providing advice and counsel as well as developing innovative, customized wealth accumulation, preservation and distribution strategies to help them address the financial issues they encounter throughout their lifetime. Embracing a collaborative approach, I welcome the opportunity to work closely with clients' professional advisors including attorneys and accountants.
CA Insurance Lic. #0K64001