Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Estate Planning, Business Succession Planning, Group Benefits, Risk Management Strategies, Special Care, Charitable Giving, Investment Strategies, College Funding Strategies
I am a Financial Services Representative affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). My broad knowledge of insurance and investment products gives my clients the confidence they need when working with a financial services representative.
I can offer comprehensive financial strategies and/or focus on one specific area of need.
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4695 Mac Arthur Ct Suite 1000
Newport Beach, CA 92660