About My Practice
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63
Life insurance: Arizona, Health/disability insurance: Arizona, Fixed annuities: Arizona, Variable annuities: Arizona
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
United Planners Financial Services
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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