My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.
I am looking to introduce people to a career as a financial professional where you can take the skills, drive and desire you possess and use them to help individuals and businesses solve their most important financial challenges.
Education
Cal Poly Pomona (1999-2001)
Languages: English, Vietnamese
Credentials: MBA
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, LGBTQ, Military, Special Needs, Charitable Giving