Focus: Insurance Strategies, Business Owners, Estate Planning, Financial Education, College Funding Strategies, Retirement Income Planning, Risk Management Strategies, Business Succession Planning, Group Benefits, Retirement Strategies
Languages: English, Spanish
Preparing for the next step in life ins't always easy. 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. 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.
4660 La Jolla Village Dr Suite 300
San Diego, CA 92122