As a Retirement Plan Specialist with Capstone Partners Financial & Insurance Services, my practice is based on a client-centric approach. My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my clients’ established goals. My personal goal is to become a lifetime resource for each and every client. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I provide comprehensive financial strategies and/or focus on one specific area of need. Knowledge is the key to a successful financial future. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.
San Jose State University Bachelor's Degree, Economics
Volunteer Baseball Coach, Golf
Ronald McDonald House Charities
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