4275 Executive Square, Ste 450
La Jolla, CA 92037
Professional Story
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 fill them
Languages: English
Specialties:Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Charitable Giving, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Military, LGBTQ, Investment Strategies
Check the background of this investment professional on FINRA's BrokerCheck