Focus: Insurance Strategies
I know that sometimes, preparing for the next step in life isn’t always easy, and that knowledge is the key to a successful financial future especially when it involves protecting those you love.
As an Insurance and Financial Services Representative, I am dedicated to making a difference in people’s lives, and my broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. 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 pride myself in 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.
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.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. I offer a broad portfolio of individual insurance protection and financial products and services for high net worth families, businesses, and institutions.
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
California State University, Los Angeles (2006-2008)
3003 Oak Road Suite 250
Walnut Creek, CA 94597-4541