6080 Center Drive, Suite 120
Los Angeles, CA 90045
Professional Story
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
Languages: English
Credentials: CRPC®, CFP®
Specialties:Insurance Strategies, Investment Strategies, Business Owners, LGBTQ, Estate Planning, Business Succession Planning, Retirement Income Planning, Charitable Giving
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