Focus: Insurance Strategies, Business Owners, College Funding Strategies, Charitable Giving, Group Benefits, Estate Planning, Financial Education, Retirement Income Planning, Business Succession Planning, LGBTQ
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.
University of Washington, Political Science
1045 W. Huntington Drive Suite 200
Arcadia, CA 91007