About My Practice
I absolutely enjoy the journey and challenge of figuring out how to live in alignment. What do I stand for? My principles, values and beliefs. What's important to me? My wants and goals. And, most importantly, what are my thoughts, emotions and actions? Am I living in alignment?
I know what to do, the challenge is figuring out how to get myself to do what I know I need to do, more often. When I do, I am purposeful and productive.
My goal is to live one day at a time, and help another person get what they want out of life.
For more about my practice:
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I share wisdom and insights from 23 years in the financial industry, helping friends and family prepare for the certainty of an uncertain future, with a focus on core values and a plan for living in alignment.
Specialties: CFP®, CLU®
FINRA Series 7, 9, 10, 24, 63, 65, Life & Health Insurance
CA Insurance License #0792346
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 9, 10, 24, 63, 65
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CLU
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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