Focus: Business Owners, Business Succession Planning, Risk Management Strategies, Retirement Strategies, Estate Planning, Insurance Strategies
Languages: English, Spanish
I pride myself on 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. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.
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. Preparing for the next step in life isn’t always easy.
I offer total financial needs analysis, including access to trust services*, through a network of experienced professionals with detailed knowledge in:
- Retirement income solutions
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
University of Phoenix (2016-2020)
Affiliations & Memberships
Member of the Ridgewood Chamber of Commerce
Member of the National Association of Insurance and Financial Advisers (NAIFA)
Member of the Statewide Hispanic Chamber of Commerce
Board member for National Association of Hispanic Real Estate Professionals (NAHREP) Somerset Chapter.
West Bergen Mental Health
Lead With Integrity
250 Pehle Ave Park 80 West, Plaza I, Suite 405
Saddle Brook, NJ 07663