Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Risk Management Strategies, Business Succession Planning, Business Owners
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
I have spent my entire career in the financial services industry with prior experience including institutional asset management and investment syndication. My education background is in Economics from the University of California San Diego and I have earned the Accredited Investment Fiduciary (AIF®), CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations.
Affiliations & Memberships
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19900 MacArthur Blvd, Suite 900
Irvine, CA 92606