About My Practice
You have worked hard all your life; working, saving, investing, planning, purchasing homes, building a career or your business, sending children to college, planning retirement, refining estate matters and juggling all aspects of daily life, all these years. Now, TODAY ---- we are here to assist in your next steps..
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 6, 63, 65
Life insurance: CA, Health/disability insurance: CA, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Registered Investment Advsisor
Considerations: We're Celebrating 30 years in financial services. You are our focus & ongoing long term relatioships is our norm. Personalized services, planning & asset management reflects you, your preferences & goals.
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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