Focus: Insurance Strategies, Investment Strategies
Following a long career in transportation sales & operations I successfully transitioned into the field of Insurance/Financial Services and now provide assistance & planning to a very diverse customer base that now includes many of the individuals I worked with in the transportation industry.
I focus on individuals and families undergoing changes in their situation. These changes include divorce, changes in employment, division of assets, and preservation of life and disability insurance.
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1 Pointe Dr. Suite 518
Brea, CA 92821