Focus: Insurance Strategies, Investment Strategies
Today's investment climate offers unprecedented opportunities. At MassMutual Pacific, my mission is to help clients take advantage of those opportunities by providing them with three key tools:
- A clear understanding of their financial goals
- A well-defined roadmap for achieving those goals
- Ongoing advice to help adjust their roadmap when their needs change
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. Our focus is in helping our clients develop a comprehensive, cohesive financial plan that fits their unique needs and enables them to meet both short- and long-term objectives.
I have served in the financial industry as a financial advisor and as a manager for 31 years. I began my financial planning practice in 2003. A graduate of Brigham Young University, Utah with a M.B.A. degree concentrated in Finance and Investment in 1985. I am also a member of prestigious organizations such as the National Association of Insurance and Financial Advisors, and I achieved the National Quality Award in 1991.
I am dedicated to developing lasting relationships with all my clients. I believe in helping each person become confident in assessing his or her financial goals and participating in the financial management process. One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personal program that I can provide is a roadmap to working toward a more secure financial future.
I am licensed and registered to offer products and services in California.
CA Insurance License # 0687700
Check the background of this investment professional on FINRA’s BrokerCheck
2055 Gateway Place Suite 700
San Jose, CA 95110