Focus: Insurance Strategies, Investment Strategies, Business Owners, LGBTQ, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Estate Planning, Financial Education
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
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 am licensed to sell insurance in: CA Insurance License Number 0I2431
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 3003 Oak Road, Suite 250 Walnut Creek CA 94597
Pittsburg State University (1984-1988) Bachelors
California State University East Bay (2003-2004) MBA
Sandra J. Wing Healing Therapies Board of Directors
Rotary Club of Alamo Past President
Horizons Foundation Professional Action Committee
Danville Area Chamber of Commerce
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3003 Oak Road Suite 250
Walnut Creek, CA 94597-4541