622 Third Avenue, 9th Floor
New York, NY 10017
Professional Story
I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:
· Define your personal financial goals
· Develop a financial strategy that can help you achieve these goals
· Suggest suitable products and solutions based on your needs
· Implement your strategy with products and services that help meet your needs.
Education
University of British Columbia
Languages: English, Portuguese, Spanish
Specialties:Insurance Strategies, Business Owners, LGBTQ, Military, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Student Loan Refinancing