About My Practice
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Insurance Licenses
Life insurance: California, Health/disability insurance: California, Fixed annuities: California, Variable annuities: California
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Chartered Advisor in Philanthropy; and Certified E
Broker-Dealer Affiliation
One America Securities
Broker-Dealer Disclaimer
Registered Representative of and Securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC A Registered Investment Advisor. Insurance Representative of American United Life Insurance Company (AUL) and other insurance companies. FMC Financial Group is not an affiliate Of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor. CA Insurance License #0638029
Considerations: I help people plan for the next phase of their lives to attain & maintain their desired retirement lifestyle. I uniquely focus on strategies for Exit Planning for Business Owners; & Long Term Care Insurance solutions.
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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