Focus: Insurance Strategies, Military, Retirement Income Planning, Business Owners, Risk Management Strategies, Estate Planning, Business Succession Planning, Retirement Strategies, Financial Education, Group Benefits, College Funding Strategies, Charitable Giving
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. 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.
Learning new languages
Board of Directors for the Orange Coast Lifeguard and Junior Lifeguard State Lifeguard Association
4695 Mac Arthur Ct Suite 1000
Newport Beach, CA 92660