Successful individuals and families work with me to:
• Develop and implement comprehensive protection strategies to help them reach their financial dreams.
• Identify gaps, if present, and offer solutions to fill them.
• Make smarter decisions in today’s uncertain political, economic and social environment.
I understand my clients are in different stages of life: they might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. I believe a financial security blueprint must reflect the client’s personal or business situation, and so will work to highlight the financial security strategies that best fit their goals.
If you ever have questions about your plan or about specific financial products, connect with me today. I will set up a time to meet with you (in person or via zoom) to review your needs and address any questions you may have.
I am licensed to sell insurance in: CA, CT, FL, GA, IA, MA, MD, NJ, NY, OH. CA Insurance License Number 0M86130.
League of United Latin American Citizens (LULAC)
LULAC National Education Service Centers (LNESC)
The Sports Foundation Inc (SFI)
- Insurance Strategies
- Business Owners
- Retirement Income Planning
- Retirement Strategies
- Risk Management Strategies
- College Funding Strategies
- Group Benefits
- Financial Education