Financial and retirement planning for the future can be complex.

I as an investor advisor can provide families, business owners and institutions comprehensive financial planning analysis and guidance in investment advisory services, retirement income planning, estate planning strategies, employee benefits and business succession in Greater Los Angeles area.

I will bring you to a new level of insight, to identify gaps if present and offer solutions to help fill them with my broad knowledge of insurance and financial products.

Education

California Polytechnic School, Pomona BS in Finance, Real Estate and Law

Hobbies

Traveling: Cooking: Singing

Affiliations & Memberships

Finra: AAR

Community Involvement

Foothill Unity Center: LA Food Bank: First Evangelical Church Arcadia: Chinese Christian Herald Crusades