Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Business Owners, Estate Planning, Risk Management Strategies, Business Succession Planning, Charitable Giving, Group Benefits, College Funding Strategies
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 provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
- Implement your strategy with products and services that help meet your needs
MBA - University of Southern California
BBA - University of San Diego
Check the background of this investment professional on FINRA’s BrokerCheck
4695 Mac Arthur Ct Suite 1000
Newport Beach, CA 92660